Objective: Master data flexibility and present this data according to the industry’s best practices; understand basic SQL database connection, structure, and queries; display data and use the various report parameters; create linked reports and make them available via a web browser; manage tasks and filters using the Genius Task Automator (GTA); create drillthrough reports and sub-reports; display your data using graphs, gauges, and indicators; manage interactive grouping; and master your reporting tool to harness your Genius ERP data.
Results: Become independent at building custom reports for the various Genius ERP module according to your needs as your company grows.
Duration: 1 hours
Objective: Build your first query to fetch the desired Genius ERP data; understand basic SQL queries, tables, and view structures within the SSMS tool as a foundation of the upcoming competencies to be acquired; access SSMS (SQL Server Management Studio); understand the SSMS tool (SQL Server Management Studio); understand basic SQL database structure; and write a basic SQL query.
Results: Master the foundations of custom report building to become independent at keeping the pace with your needs as your company grows.
Designed for:ERP IT Specialist or anyone who wishes to build custom reports or modify existing reports as well as design queries to retreive information from the database
Duration: 2 hours
Objective: Display data from your query in basic table format; add parameters to give control to viewers; apply filters and group your data; understand SSRS structure (filing structure, published reports); know how to connect to a database (Data Source) and understand how to connect for tests vs. for real usage; represent the data in a table to group and filter; and use report parameters.
Results: Use the information contained in your database to display results in an effective manner and save time while maintaining true data agility.
Designed for: Project Manager, ERP IT Specialist, Warehouse Manager, Production Manager, Accounting Manager, Engineering Manager, Purchase Manager
Duration: 2 hours
Objective: Push your reports past basics by giving shape to your data using graphs, gauges, etc.; add a dimension to your data by using drill-down and interactive sorting; display your data using graphs, gauges, indicators; and use logical expressions.
Results: Make your reports accessible through a web browser to not only have a grip on data but also share with stakeholders.
Designed for: Project Manager, ERP IT Specialist, Warehouse Manager, Production Manager, Accounting Manager, Engineering Manager, Purchase Manager
Duration: 2 hours
Objective: Create and manage tasks using the GTA (Genius Task Automator); create and manage Custom Filters in Genius ERP screens; setup automated email alerts or automated tasks (GTA can generate recurring tasks that can send emails or performs tasks in Genius); learn how to add your own filters or customize existing ones so your team can be more efficient in their daily tasks.
Results: Go beyond creating and publishing reports by automating data display to save time and reduce the changes of errors.
Designed for: Project Manager, ERP IT Specialist, Warehouse Manager, Production Manager, Accounting Manager, Engineering Manager, Purchase Manager
Duration: 2 hours
Objective: Create or add drillthrough reports and sub-reports; understand how interactive groupings are set up and modified.
Results: Master everything you need to know to build custom reports.
Designed for: Project Manager, ERP IT Specialist, Warehouse Manager, Production Manager, Accounting Manager, Engineering Manager, Purchase Manager