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.