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Advanced Reporting with Xtra (New CR customers)

Levels Getting Advanced
College Type College of Reporting and Technical
Course Length 2 days
Role Administrator
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Using the Unit4 Report Engine software, this course will enable you to create formatted, function rich customer facing reports to suit all workforce audiences. Aimed at new CR customers with no legacy reports.

Summary

Understanding the architecture of complex reports is a highly prized skill as it allows users to confidently create and manage the more involved reporting requirements of your staff making more of your key data accessible for relevant analysis.

Aimed at the more technical user, this two-day course will provide an understanding of how to create and maintain complex system reports using the Unit4 Report Engine functionality, providing you with a unique internal skillset to allow you to manage your reporting outputs without additional consultancy.

Learning outcomes

This is a 2-day advanced reporting course using the Unit4 ERP Report Engine.

The objectives of this course are to help you understand:

  • Report Engine functionalities and Syntax in Report Studio
  • How to create new / Adjust Xtra Reports in Report Designer
  • Server Reporting and Report Parameters

Delegate prerequisites

Good technical and functional understanding of Unit4 ERP.

Who is it for?

  • Application Support
  • System Administrator
  • Technical Support

Session 1

Report Engine Fundamentals

In this session you will get an overview and introduction to Report Engine in Unit4 ERP.

The areas it will explain are:

  • What is the Report Engine?
  • Latest Version, Installation and Updates
  • Report Engine in Unit4 ERP
  • Server Reporting and Report Parameters

Session 2

Report Architect

In this session you will get an overview and introduction to Report Architecture to familiarise with Report Studio, understand how to create local datasets and manipulate and handle data, for output.

The areas it will explain are:

  • Report Studio Fundamentals
  • Syntax & Code – .resql file
  • Gather and Handling Data
  • Start a brand new .rerx Report

Session 3

Report Design

In this session you will get an introduction to Report Design in Report Engine to gain an understanding of the different outputs available.

The areas it will explain are:

  • Fundamentals of Report Design and different outputs
  • Report Designer application fundamentals
  • Designing an Xtra Report – .repx file
  • Running the report from U4 ERP menu

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 Advanced
College Type College of Reporting and Technical
Course Length 2 days
Role Administrator
Book your place

Book your training

£1190.00 + 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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