S130 Reporting: Data Retrieval and Analysis 2017 R2

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.