AccTech Systems COURSE OUTLINE:
COURSE: ACCPAC ERP: INSIGHT REPORT AUTHOR

This course will provide the user with the ability to create and customize reports allowing the user to manage distribute and collaborate on data from a single unified source.

TIMES: 09:00 - 16:00
DURATION: 1 Day
VENUE: AccTech Academy : Rivonia
COURSE TYPE: Hands-on, Instructor lead
GROUP SIZE: Grouped according to skill level with a maximum number of 8 delegates
COURSE DOCUMENTATION:
  • Insight User guide
  • User Competency Assessment
  • Certificate of competence
TARGET AUDIENCE: Not specified
PREREQUISITES: Basic understanding of MS Excel 2007 and working knowledge of windows
INCLUSIONS: Light Lunch and refreshments
COST PER DELEGATE:
(Group Max = 10)
Group of 5:    ZAR 1500.00p/p
FOR BOOKINGS:
Contact Elmien Diedericks or Ronlee Amien
training@acctech.biz

HIGH LEVEL COURSE OUTLINE:
  • Introduction to Accpac Insight
    • Overview of Accpac Insight
    • Using data links for creating reports
    • Using data warehouse for creating reports
    • Accpac Insight reports
  • Overview of Accpac Insight Viewer
    • How Accpac Insight works
    • Starting Accpac Insight
    • The Accpac Insight Viewer menu commands
    • The Accpac Insight Viewer toolbars
  • Generating reports with Accpac Insight Viewer
    • Creating a new report sheet
    • Refreshing existing reports
    • Refreshing existing workbooks
    • Drilling down to detail
    • Removing drill-down reports
    • Changing the source database
    • Setting default locations
  • Overview of Accpac Insight Author
    • An overview of the report definition
    • Using the "build new template" wizard
    • Inserting a column
    • Inserting a row
  • Working with columns
    • An overview of columns
    • Using the insert new column wizard
    • Modifying an existing column
    • An overview of all column types
      • Query
      • <None>
      • Model
      • Total
      • Model-Forecast
      • Calc
  • Working with row groups
    • An overview of row groups
    • Using the insert new row group wizard
    • Modifying an existing row group
    • An overview of all row types
      • Single
      • Multiple
      • Model
  • The hidden definition area
    • Using the definition area
    • Hiding the definition area
    • Updating the report with new calc formulas
  • Creating customised drill-down reports
    • Authoring a report at from detail transactions
    • Saving the drill-down report
    • Attaching the drill-down report to a column
For more information please contact Elmien at our Centurion office +27 (12) 664 0200 or contact
Ronlee at our Rivonia office +27 (11) 803 7327.

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