A variety of reporting-based topics are included in the courses below. Simply click a tile for an overview of its content.

Reporting: Accounts Payable with DocuLink
Reporting: Accounts Payable with DocuLink
How to build a DocuLink Accounts Payable transaction report in Report Composer (v4) and Report Designer
~ 15 minutes
4.xeLearningReportingfree-included
Reporting: Counts in Excel and Report Designer
Reporting: Counts in Excel and Report Designer
Two methods for adding a record count to your reports: using the Excel COUNT function and Report Designer Grouping Count.
Not currently available
~ 8 minutes
4.xeLearningReportingfree-includedCloud/Private Host
Reporting: Custom Drill-To in Dynamics 365 Business Central
Reporting: Custom Drill-To in Dynamics 365 Business Central
How to create custom Drill-To transactions in Microsoft Dynamics 365 BC (Dynamics NAV)
Not currently available
~ 7 minutes
4.xeLearningReportingfree-includedCloud/Private Host
Reporting: Custom Drill-To with Trees
Reporting: Custom Drill-To with Trees
This course explores the design of a custom drill to when a parameter is based on a tree.
Not currently available
~ 7 minutes
4.xeLearningReportingNewly Postedfree-includedCloud/Private Host
Reporting: Expanding by COA Segment in BI360 Composer (v4)
Reporting: Expanding by COA Segment in BI360 Composer (v4)
This lesson reviews expanding segments in a BI360 Report Composer version 4 report.
Not currently available
~ 5 minutes
4.xeLearningReportingfree-included
Reporting: Expressions and Custom Drill-To
Reporting: Expressions and Custom Drill-To
How to define expressions and custom drill-to settings.
Not currently available
~ 10 minutes
4.xeLearningReportingfree-includedCloud/Private Host
Reporting: Filter Priority
Reporting: Filter Priority
How filter priority, or hierarchy, works with cell, column, row, and sheet filters.
Not currently available
~ 5 minutes
4.xeLearningReportingfree-includedCloud/Private Host
Reporting: Filter Unposted Transactions
Reporting: Filter Unposted Transactions
How to filter unposted General Ledger transactions in drilldown
Not currently available
~ 4 minutes
4.xeLearningReportingfree-includedCloud/Private Host
Reporting: GP and GL Balances in Report Designer
Reporting: GP and GL Balances in Report Designer
Introduction to Dynamics GP 2016 and the Summary General Ledger
Not currently available
~ 10 minutes
4.xeLearningReportingfree-includedCloud/Private Host
Reporting: GP Document Attachment
Reporting: GP Document Attachment
Introduction to attaching documents in Dynamics GP, then building reports in Report Designer that include a link to the documents.
Not currently available
~ 10 minutes
4.xeLearningReportingfree-included
Reporting: GP Multi Dimensional Analysis (MDA)
Reporting: GP Multi Dimensional Analysis (MDA)
Introduction to GP Multidimensional Analysis (MDA) codes and reporting in Solver.
~ 7 minutes
4.xeLearningReportingfree-includedCloud/Private Host
Reporting: GP Salesperson
Reporting: GP Salesperson
Introduction to three levels of Salesperson reporting in GP: invoice header, line item details, and customer card
Not currently available
~ 4 minutes
4.xeLearningReportingfree-includedCloud/Private Host
Reporting: GP Top 5 AP
Reporting: GP Top 5 AP
How to build a top x report, using Report Designer
Not currently available
~ 30 minutes
4.xeLearningReportingfree-includedCloud/Private Host
Reporting: KPIs as Dashboard Filters
Reporting: KPIs as Dashboard Filters
This lesson explores how to create a simple KPI and then use it in a BI360 Web Portal version 4 dashboard.
Not currently available
~ 8 minutes
4.xeLearningReportingfree-included
Reporting: Period Change Trend Report in BI360 Composer (v4)
Reporting: Period Change Trend Report in BI360 Composer (v4)
This lesson reviews expanding periods in a BI360 Report Composer report.
Not currently available
~ 3 minutes
4.xeLearningReportingfree-included
Reporting: SAP Add an Image to a Report
Reporting: SAP Add an Image to a Report
This lesson explores pictures in SAP Business One and how to add them to report templates with a hyperlink
Not currently available
~ 5 minutes
4.xeLearningReportingfree-includedCloud/Private Host
Reporting: SAP Business One - Counts in Reports
Reporting: SAP Business One - Counts in Reports
This lesson explores the Count function in Solver Reporting
Not currently available
~ 7 minutes
4.xeLearningReportingfree-includedCloud/Private Host
Reporting: SAP Business One Sales Order - Salesperson
Reporting: SAP Business One Sales Order - Salesperson
This lesson details the different Salesperson fields in SAP Business One, including dimension, header, and line
Not currently available
~ 8 minutes
4.xeLearningReportingfree-includedCloud/Private Host
Reporting: SAP Business One User-Defined Fields
Reporting: SAP Business One User-Defined Fields
This course explores user-defined fields in SAP Business One and how to enable them for reporting in Solver Cloud/Private Host or BI360 version 4.
Not currently available
~ 8 minutes
4.xeLearningReportingfree-includedAdministration
Reporting: Side-by-Side Balance Sheet with Drilldown
Reporting: Side-by-Side Balance Sheet with Drilldown
How to create a Balance Sheet displaying Assets on one half of the page with Liabilities and Equity on the other half of the page.
~ 7 minutes
4.xeLearningReportingfree-includedCloud/Private Host
Reporting: Using Excel Filters
Reporting: Using Excel Filters
This lesson explores how Excel can be used to filter and sort results in the completed report.
Not currently available
~ 4 minutes
4.xeLearningReportingfree-includedCloud/Private Host
Reporting: Using NOW in Custom Period Calcs
Reporting: Using NOW in Custom Period Calcs
This lesson explores the NOW command in Date-based custom Period calculations
Not currently available
~ 6 minutes
4.xeLearningReportingFree ContentCloud/Private Host
Reporting: Year to Date Drill-To
Reporting: Year to Date Drill-To
How to create custom Drill-To for year to date columns.
Not currently available
~ 7 minutes
4.xeLearningReportingfree-includedCloud/Private Host