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M317: Business Central Reporting Alternatives

March 7, 2023 @ 1:00 pm - 2:00 pm EST
Event Category:

COURSE DESCRIPTION:

  Business Central offers layers of reporting options. Standard reports can be filtered for printing of virtually unlimited data sets. Report building tools provide multiple options for financial reports, customized sales, purchase and inventory reports based on customer defined row and column details. Every company likes to adjust external facing documents such as sales invoices, purchase orders and emails and Business Central give the user the ability to edit in Word and save back into BC for multiple types of documents. And then there are Excel Layouts, where a standard report can be exported, customized with pivot tables, charts, etc, saved back into BC to become an option for use at any time.  Come join us as we peruse these reporting alternatives.

 

LEARNING OBJECTIVES:

  • See the versatility of standard reports
  • Review various report building tools for financials, sales, purchases and inventory
  • Understand the capability to edit external facing documents without programming
  • Learn how easy Excel Layouts are made and saved
Level Intermediate
NASBA (Field of Study) Accounting
CAE (Subject Domain) Operations
Prerequisites and advance preparation needed 1 years operations experience. No advance preparation required
Reviewer Wade Tetsuka, CPA
CPE/CAE Credits 1.0
Cost Free
Delivery Group Internet Based

As a CAE Approved Provider educational program related to the CAE exam content outline, this program may be applied for CAE credits toward your CAE application or renewal of professional development requirements.

U.S Transactions Corp. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour.

(National Registry Sponsor Nr: 138278)

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INSTRUCTORS
Kim Dallefeld, MVP, MCT
Consultant, Dallefeld Consulting LLC
New Microsoft MVP, 3rd year Microsoft Certified Trainer, 27 Year veteran in NAV/Business Central implementations. Kim loves BC and helping user learn and do more…