Dashboard and Widget Design
Recordings of these training sessions are published at Acumatica Open University. You can find them under the Training Recordings section: https://openuni.acumatica.com/courses/reporting/end-user-course-dashboard-and-widget-design/
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Audience: Acumatica cloud ERP users who are involved in configuration of generic inquiries and dashboards.
Acumatica ERP Experience Required: 3-6 months.
Who Should Attend (relationship to Acumatica):
- Partners who are familiar with the user interface and the main principles of the system.
- Acumatica end users (customers)
Acumatica ERP version: 2022 R1
Training Description: The Dashboard and Widget Design webinar will walk you through the process of creating dashboards and filling it with various widgets that use prepared generic inquiries.
Training Syllabus: The program is covered over three days as follows:
- Day 1: Designing Dashboard Contents. In this session, you will learn how to identify the basic elements of an Acumatica ERP dashboard and their functions, list the basic steps of designing a dashboard, modify your copy of a dashboard, define a dashboard as your home page, and reset a dashboard. You will also learn how to create a dashboard form and manage access rights for the viewing and configuration of dashboards.
- Day 2: Configuring Widgets. In this session, you will learn how to recognize the types of widgets and their main features, configure different types of widgets, and filter the data that is used for a widget. Moreover, you will learn how to configure header, table, link, and embedded page widgets. You will also learn how to configure KPI widgets.
- Day 3: Configuring Chart Widgets and Filtering Widget Data. In this session, you will learn how to configure chart widgets and how to filter widget data.
Date and time: This training meets the following three times, and attendees are expected to attend all three sessions:
- Tue, July 26, 2022 10:00 AM - 11:00 AM PT
- Wed, July 27, 2022 10:00 AM - 11:00 AM PT
- Thu, July 28, 2022 10:00 AM - 11:00 AM PT
Registration URL: https://webinar.ringcentral.com/webinar/register/2216551983893/WN_iOLmOZ6hQCqr1SN5F4LZvg
*To provide a cloud instance for attendees, we need to generate a registration report and perform some activities to deploy the instance and send out the credentials. All this takes time and we have to do it several hours before the webinar. So we highly recommend not leaving the registration up to the last minute of the webinar start. Everyone who registers after 6 AM PT of Day 1 session will not receive the link to the cloud instance and credentials for it and will have to attend a webinar in a view-only format.
Instructor: Benjamin Crisman
In his current role, Benjamin Crisman works with the L2 Product Support team to provide solutions to issues relating to Finance, Payroll, Projects/Construction, Field Services, Property Management, among others. Benjamin also has extensive experience with Dashboards, GIs, Report Designer, and OData feeds and has handled almost 5000 cases since he started in 2018, a top contributor on his teams.
Prior to joining Acumatica Benjamin worked at Sage as an L2 Support Analyst for the Sage 100 Contractor software, covering the whole gamut of the software. In addition to this Benjamin has a long history of outstanding customer service and managing expectations while delivering stellar results, holding supervisory/management positions at Netflix, Starbucks, and Copart Auto Auction before finding his calling at Acumatica.
Apart from his support and technology background Benjamin has also worked for a photography studio as well as extensive theatre training performing for a couple of Hollywood’s most well-known stars under the guidance of John Kirby.
Prerequisites
You should complete the A150 Getting Started with Acumatica ERP and Data Retrieval and Analysis courses and be familiar with working with generic inquiries in Acumatica ERP.
Advance Preparations
None. Attendees will be provided with a cloud instance and tenant for training purposes.
Training Materials Please download the Dashboard and Widget Design.pdf training guide that you will need for the training.
Continuing Professional Education
- Program knowledge level: Basic
- Delivery method: Group Internet based program*
- NASBA field of study: Computer Software & Applications
- Maximum number of CPE credits that may be earned by the participant: 3
Due to this program being offered free of charge, there will be no refunds issued. If you have any questions, please feel free to contact us at training@acumatica.com.
* We offer CPE credits for this webinar if you attend the webinar in the format of online instructor-led RingCentral session. During the session, we measure your attentiveness by using polling questions at random times. We provide the certificate if you have answered polling questions during the session. To get the certificate with the confirmed CPE credits, please send a request to training@acumatica.com after the session is complete.
Please note that if you are interested in getting the CPE credits, you need to install the RingCentral application to your computer. The polling questions are not displayed if you use the browser version of RingCentral.
National Registry Statement Acumatica is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
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