Embridge Training
Finance Reporting in Web for Unit4 ERP
Learn how to enable your users in the maintenance and creation of their own Unit4 ERP financial reports without reliance on costing reporting consultancy.
Duration: 1 Day
Level | Getting To Grips
Learn how to enable your users in the maintenance and creation of their own Unit4 ERP financial reports without reliance on costing reporting consultancy.
Summary
Having the capability internally to report on and manage the crucial transaction data values held in your Unit4 ERP without having to increase your consultancy costs is a key wish for all organisations.
Focusing on the General Ledger, this full day course for new and existing users alike, gives users the understanding on how to create and maintain their own financial transaction reports, supporting an efficient data analysis strategy.
Learning outcomes
This course is intended to give you an understanding of the Web Reporting function within the Unit4 ERP system, otherwise known as ‘Information Browsers’ so that you can apply that knowledge when designing / building your own reports. NB: Web Reporting activities can take place in any module of the system but is used in the same way throughout and this course focuses on those system elements that are most used and customised and covers:
- Object Administration
- Report Creation
- Results Filtering
- Adding Properties as Columns
- Saving and Exporting
- Analysing results
Delegate pre-requisite
None – Introduction to Unit4.
Who is it for?
All college of finance.
Language
Interactive workshop with an experienced consultant. All Embridge Unit4 courses are currently delivered in English.
Course Structure
Session 1
Object Administration
In this session you will receive an overview about the reporting objects administration so you can understand the base elements of the reporting tool.
You will cover:
- Object Activation
- Object Administration
- Object Access
Session 2
Information Browser Creation
In this session you will gain an understanding of the tool, its terminology and functions enabling you to create your own browser reports.
You will cover:
- Terminology
- How to create a new report
- Filtering Results
- Choosing Columns
- Creating Expressions
- Viewing Results
Session 3
Information Browser Management
In this session you will gain an understanding of the tool, its terminology and functions enabling you to manage and maintain your reports.
You will cover:
- Results Activities
- Formatting
- Grouping and Sorting
- Filtering results
- Saving and Exporting
- Amending Reports
Session 4
Analysis
In this session you will have an overview of the reporting methods in Unit4 ERP. and understand how the Analysis tool allows you to create a visual representation of report data so that you can review and share it.
Premium Education training subscription
Part of the College of Finance
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 enquiries@embridgeconsulting.com
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.
Great trainer and never made you feel like you were asking a silly question.
County Council Data Migration / Report Writer