Course Description

This course provides a set of four lessons that illustrate the basic processes of creation and modification of analytical reports by using the Analytical Report Manager (ARM) toolkit. The current version of the course is valid for Acumatica ERP 2021 R1.

Lesson 1 provides general information about the ARM tools and forms used for creating ARM reports.
Lesson 2 explains how to create a copy of an existing report and tailor the copy to suit your reporting needs by editing its row set and column set. It also illustrates how unit sets can be used to filter data in ARM reports.
Lesson 3 explains some more advanced ARM features by using the example of building a report from scratch.
Lesson 4, which is optional, deals with the import of reports and demonstrates how to merge columns and use conditional printing in reports.

How to Complete this Course

You should ask your system administrator to first deploy an instance of Acumatica ERP for training. The administrator should then add a tenant with the I100 data to this Acumatica ERP instance by performing the following instructions:

Open the Acumatica ERP, and click Perform Application Maintenance.
On the Application Maintenance page of the wizard, click the Tenant Maintenance button.
In the SQL Server Authentication dialog box, which appears, specify the credentials for connecting to the database server, and click OK. The Tenant Setup page opens.
To create the new tenant, click New, and in the Insert Data column, select the I100 data to be preloaded to the tenant.
Click Next, and on the Confirm Configuration page, click Finish.

Training Materials

TRAINING GUIDE

FILES FOR TRAINING

Installations

Training Recordings

The webinar recordings presented below are based on the training guide for Acumatica ERP 2019 R1. Because of this, the topics described and shown in the recordings may differ from the course materials for Acumatica ERP 2021 R1.

You can download the previous version of the materials below:

End-User Course: ARM Reports training guide 2019 R1

Session One

Session Two

Session One

In this training, the following PowerPoint presentation has been used: End-User Course: ARM Reports 2019 R1

Session Two

In this training, the following PowerPoint presentation has been used: End-User Course: ARM Reports 2019 R1

Additional Reference

Analytical Report Manager

Report Structure Design

Data Source

Formulas

ARM Best Practices

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