General Reporting Series (Short Topics)

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 (v4)

How to build a DocuLink Accounts Payable transaction report in Report Composer (v4) and Report Designer

~ 15 minutes

eLearning free-included Reporting 4.x

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

eLearning free-included Reporting 4.x Cloud/Private Host

Reporting: Drill Down and Custom Drill-To in Dynamics 365 Business Central

How to use Drill Down or create custom Drill-To transactions in Microsoft Dynamics 365 BC (Dynamics NAV)

Not currently available

~ 7 minutes

eLearning free-included Reporting 4.x Cloud/Private Host

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

eLearning free-included Reporting 4.x Cloud/Private Host

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

eLearning free-included Reporting 4.x

Reporting: Expressions and Custom Drill-To

How to define expressions and custom drill-to settings.

Not currently available

~ 10 minutes

eLearning free-included Reporting 4.x Cloud/Private Host

Reporting: Filter Priority

How filter priority, or hierarchy, works with cell, column, row, and sheet filters.

Not currently available

~ 5 minutes

eLearning free-included Reporting 4.x Cloud/Private Host

Reporting: Filter Unposted Transactions (v4)

How to filter unposted General Ledger transactions in drilldown

Not currently available

~ 4 minutes

eLearning free-included Reporting 4.x Cloud/Private Host

Reporting: GP and GL Balances in Report Designer (v4)

Introduction to Dynamics GP 2016 and the Summary General Ledger

Not currently available

~ 10 minutes

eLearning free-included Reporting 4.x Cloud/Private Host

Reporting: GP Document Attachment (v4)

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

eLearning free-included Reporting 4.x

Reporting: GP Multi Dimensional Analysis (MDA)

Introduction to GP Multidimensional Analysis (MDA) codes and reporting in Solver.

~ 7 minutes

eLearning free-included Reporting 4.x Cloud/Private Host

Reporting: GP Salesperson (v4)

Introduction to three levels of Salesperson reporting in GP: invoice header, line item details, and customer card

Not currently available

~ 4 minutes

eLearning free-included Reporting 4.x Cloud/Private Host

Reporting: GP Top 5 AP (v4)

How to build a top x report, using Report Designer

Not currently available

~ 30 minutes

eLearning free-included Reporting 4.x Cloud/Private Host

Reporting: KPIs as Dashboard Filters (v4)

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

eLearning free-included Reporting 4.x

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

eLearning free-included Reporting 4.x

Reporting: SAP Add an Image to a Report (v4)

This lesson explores pictures in SAP Business One and how to add them to report templates with a hyperlink

Not currently available

~ 5 minutes

eLearning free-included Reporting 4.x Cloud/Private Host

Reporting: SAP Business One - Counts in Reports (v4)

This lesson explores the Count function in Solver Reporting

Not currently available

~ 7 minutes

eLearning free-included Reporting 4.x Cloud/Private Host

Reporting: SAP Business One Sales Order - Salesperson (v4)

This lesson details the different Salesperson fields in SAP Business One, including dimension, header, and line

Not currently available

~ 8 minutes

eLearning free-included Reporting 4.x Cloud/Private Host

Reporting: SAP Business One User-Defined Fields (v4)

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

eLearning free-included Reporting Administration 4.x

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

eLearning free-included Reporting 4.x Cloud/Private Host

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

eLearning free-included Reporting 4.x Cloud/Private Host

Reporting: Using NOW in Custom Period Calcs

This lesson explores the NOW command in Date-based custom Period calculations

Not currently available

~ 6 minutes

eLearning Reporting 4.x Cloud/Private Host Free Content

Reporting: Year to Date Drill-To

How to create custom Drill-To for year to date columns.

Not currently available

~ 7 minutes

eLearning free-included Reporting 4.x Cloud/Private Host

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