S130 Reporting: Data Retrieval and Analysis 2017 R2

Home Course Catalog Reporting S130 Reporting: Data Retrieval and Analysis 2017 R2
Course Description
What's new in this course?
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
INSTALLATION GUIDE

Installation Guide

Acumatica 2020 R1
Acumatica 2019 R1
Acumatica 2018 R2
Acumatica 2017 R2
DOWNLOAD ACUMATICA

Downloads

Acumatica 2020 R1

Acumatica ERP          Acumatica Framework 

Acumatica 2019 R2

Acumatica ERP          Acumatica Framework 

Acumatica 2019 R1

Acumatica ERP          Acumatica Framework 

Acumatica 2017 R2

Acumatica ERP          Acumatica Framework 

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Training Recordings

Session One
Session Two
Session Three
Session Four
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 2020 R1

S140 Customization Projects 2019 R2

EU: ARM Reports 2019 R1

EU: Data Retrieval and Analysis 2019 R1

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