Introduction
Prerequisites
- Basic understanding of enterprise resource planning systems
- Basic understanding of object-oriented programming
- Experience using Visual Studio
This unit introduces the capabilities of the various reporting tools in finance and operations apps and when to use them.
The five reporting experiences are:
- Operational views – Show specific data that is needed for the organization. This includes creating reports that can be customized to show analytical data and transactional views.
- Business documents – Reports that are used to capture and exchange processed business data. This includes regulatory documents and documents that capture business transactions, such as sales invoices.
- Analytical tools and visualizations – Present the data in a way that allows users to manipulate and explore their data. Creating a view of customer sales for each quarter could be an example of an analytical report.
- Electronic reporting – Can be used to configure formats for electronic documents. This tool is used often with tax reporting, electronic invoicing, or any report that would need to be sent electronically.
- Financial reporting – Provides in-depth accounting management tools based on financial activity across a company. Financial reporting includes documents such as balance sheets and cash flow.
