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Desktop Reporting for Unit4 ERP

Levels Getting to Grips
College Type College of Reporting and Technical
Course Length 1 day
Role Technical Support
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Get greater value from your ERP7 Desktop licences by learning how to use the tool to report on your unique data sets graphically.

Summary

Making the most of the Unit4 ERP reporting tools is a key skill that customers can have ensuring crucial skills and system competences are maintained internally reducing the need for costly additional consultancy.

This course is aimed at existing users with an understanding of the Unit4 ERP Desktop, and gives giving them an overview of the tool to enable them to create and maintain key enquiry report, ensuring your organisation remains self-sufficient in its reporting needs.

Delegate pre-requisites

Introduction to Unit4.
It is assumed that attendees will have usable access to the Unit4 ERP Desktop via Citrix and purchased licences.

Who is it for?

Report Writers

Designed to provide you with a comprehensive understanding of the reporting and enquiry capabilities of the Unit4 ERP software using the Desktop licences, this course covers:

  • Key Unit4 ERP concepts
  • Standard (simple and setup) enquiries
  • Using and customising Browser enquiries
  • Using balance enquiries
  • Using charts and gauges to visually present information
  • Using enquiries to search for and manipulate information
  • Using balance table enquiries
  • Web reporting
  • Web information Browsers
  • Formatting reports

Cours e Structure

Session 1

Key Unit4 ERP Concepts

In this session you will be introduced to the key concepts of Unit4 ERP using the Desktop which include:

  • Attributes and attribute values
  • Relations
  • Accounts rules
  • Data control
  • Menu access
  • Projects and sub-projects

Session 2

Maintenance of Ordered Reports

In this session you will gain an overview of the report processing screens using the ‘Maintenance of ordered reports’ function.

This session covers:

  • Running a process of a report
  • Tracking the report progress
  • Reviewing the output.

Session 3

Introduction to Enquiries

In this session you with gain an understanding of the various ways to access information from Unit4 ERP using tools such as simple, setup, and Browser enquiries, and Excelerator reports.

This session covers the three main types of enquiry available in Unit4 ERP:

  • Simple Enquiries
  • Setup Enquiries
  • Browser Enquiries

Session 4

Balance Table Enquiries

In this session you will have an overview of Balance table enquiries which are similar to the ‘Enquiry setup’ window discussed in the previous section, allowing you to perform similar enquiries using selection criteria and sorting.

Session 5

Chart and Gauges

In this session you will gain an understanding of how to present your enquiries graphically using both charts and gauges.

Session 6

Information Pages

In this session you will gain an understanding of the Unit4 ERP information pages using preset information and an overview of how to create private information pages containing one or more reports of your choice.

Session 7

Analyzer Overview

In this session you will have an overview of the Unit4 Analyser tool which can be used to explore, analyse, and visualize your reporting and business information.

Premium Education training subscription

Part of the College of Reporting and Technical

Premium Education training is a people-centric approach to driving training and development by always learning; learning all ways. Our subscription-based training services gives the employee and employer a suite of Unit4 training allowing the flexibility to empower your employees for effective, efficient, and proficient use of technology and solution platforms at their fingertips.

More details about Premium Education will be coming soon. Watch this space!

In the mean time if you would like to know more email [email protected]

Cancellation policy

All courses are delivered virtually, price per person plus VAT. On site training is available on request. Please read our cancellation policy and booking terms and conditions before checkout.

Language

Interactive workshop with an experienced consultant. All Embridge Unit4 courses are currently delivered in English.

Levels Getting to Grips
College Type College of Reporting and Technical
Course Length 1 day
Role Technical Support
Book your place

Book your training

£595.00 + VAT

Delivered virtually, price per person plus VAT. Interactive workshop with experienced consultant.

Interactive workshop with an experience consultant. Select the number of attendees above. Course is delivered virtually and the price is plus VAT. By booking, you agree to our Terms & Conditions. An invoice with details on how to pay will be sent to your registered email address.

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