Course Description

The Data Retrieval and Analysis course will walk you through the process of creating generic inquiries, reports, dashboards, and pivot tables, which are used to retrieve data from the system and present this data in Acumatica ERP.

Through the examples, you will learn how to use the following reporting tools of Acumatica ERP to retrieve the data you need:

Generic inquiries
The Report Designer
Dashboards
Reusable filters
Pivot tables

What's new in this course?

The course has been updated as follows:

The guide is now actual for Acumatica ERP 2017 R2 or higher version.
Corrections, improvements, and updates have been made throughout the guide due to changes in the functionality of 5.3 and further.
Step 1.9: A new step that shows how to navigate to a screen that differs from the default one has been added.
Lesson 2: The process of configuring an inquiry as the entry point has been slightly improved.
Lesson 12: The lesson has been divided into steps, and minor enhancements have been made.
Lesson 13: The lesson has been rewritten due to significant changes in functionality of dashboards.
Part 5: This part now contains Lesson 14, which describes pivot tables.
Part 6: This part now contains Lesson 15: Specifying Access to Inquiries, Reports, Dashboards, and Pivot Tables.
Lesson 15: The lesson has been divided into steps. The section that describes access rights to dashboards has been rewritten. The section that describes access rights to pivot tables has been added.

Training Materials

S130 TRAINING GUIDE

S130 FILES FOR TRAINING

Installations

Training Recordings

Session One

In this training, the following PowerPoint presentation has been used: S130 Reporting: Data Retrieval and Analysis 2017 R2.

Session Two

In this training, the following PowerPoint presentation has been used: S130 Reporting: Data Retrieval and Analysis 2017 R2.

Session Three

In this training, the following PowerPoint presentation has been used: S130 Reporting: Data Retrieval and Analysis 2017 R2.

Session Four

In this training, the following PowerPoint presentation has been used: S130 Reporting: Data Retrieval and Analysis 2017 R2.

Additional Reference

Installing Acumatica ERP Locally

Acumatica Customization Project

Generic Inquiries

Formula Editor Dialog Box

OData Support

Related Courses

I100 Integration Scenarios 2019 R2

F350 Analytical Reports 2017 R2

S140 Customization Projects 2019 R2

EU: ARM Reports 2019 R1

EU: Data Retrieval and Analysis 2019 R1

Testimonials

The class was very informative and well laid out to teach the module.

Heath H.

Project Billing and Change Management

It was really nice seeing what a fully built and functional Project management system could do for us.

Thomas S.

Project Billing and Change Management

I liked that the examples were written in the guide, explained and shown.

Megan H.

Accounting for Projects

I am very excited about the EU training! The SweetLife instance and manuals seem wonderful so far.

Kimberly W.

Sales and Purchases

The material and guide were great.

Wendy P.

Basic System Configuration

Training Guide was well laid out with clear, easy steps to follow.

Jason M.

System Management and Self-Service Portal

It was an excellent experience. I am very satisfied with this course.

Alfred M.

S130 Data Retrieval and Analysis

The most effective part about the session was the practical examples and not just repeating what was written in the guide. So the real life examples were very helpful.

Marilize Z.

S130 Data Retrieval and Analysis

I found lots of helpful pieces of information that I have already put into use on our system.

Christine Z.

F200 Financials: Intermediate

It is a well written fundamental course.

Kathryn W.

D200 Order and Inventory Management: Intermediate

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S130 Reporting: Data Retrieval and Analysis 2017 R2

Course Description

What's new in this course?

Training Materials

Installations

Installation Guide

Acumatica 2019 R2

Acumatica 2019 R1

Acumatica 2018 R2

Acumatica 2017 R2

Downloads

Acumatica 2019 R2

Acumatica 2019 R1

Acumatica 2018 R2

Acumatica 2017 R2

Training Recordings

Session One

Session Two

Session Three

Session Four

Additional Reference

Related Courses

Testimonials

Thank you for your trust in Acumatica! Please share with us your feedback on instructional resources.

Contacts

Thank you for your trust in Acumatica!
Please share with us your feedback on instructional resources.