F350: Analytical Reports

Version: 2025R1
Category: Finance

How to Use This Course

This course provides a set of seven lessons that illustrate the basic processes of creation and modification of analytical reports by using the Analytical Report Manager (ARM) toolkit. Lesson 1 provides general information about analytical reports and forms used for creating analytical reports. Lesson 2 introduces the concept of data sources and explains how to filter data to be included in the report. Lessons 3 and 4 demonstrate basic operations with report rows and columns. Lesson 5 builds on Lesson 2 and provides details on working with multiple data sources. Lesson 6 illustrates how unit sets can be used to filter data in reports. Lesson 7 explains some more advanced ARM features, such as using formulas. The last lesson provides examples of formatting and layout options that can be used when designing a report. Aer you complete the course, you will be able to perform basic operations with analytical reports in Acumatica ERP as well as become familiar with the best practices of designing analytical reports.

Which Training Environment You Should Use

All lessons of the course must be completed on an instance of Acumatica ERP 2025 R1 with the training snapshot restored. You or your system administrator should prepare an instance of Acumatica ERP 2025 R1, as described in the How to Create a Tenant with the Needed Data section below.

What Is in a Lesson

Each lesson provides a story describing a particular user scenario and an overview of the relevant features that have been enabled in the system; configuration settings that are related to the described scenario are also listed. The lesson provides a brief overview of the process that should be performed to complete the described scenario, and instructions that guide you through the process in Acumatica ERP.

         The lessons are independent and can be completed in any order. However, depending on the
         sequence in which you complete the course lessons, the settings in the screenshots may diﬀer from
         the settings in the system.

What the Documentation Resources Are

Acumatica ERP provides a wide variety of documentation resources, which you can access from this course, from the system, or from the Help portal. Links to related information are provided at relevant places throughout the course. The complete Acumatica ERP documentation is available on https://help.acumatica.com/ and is included in the Acumatica ERP instance. While viewing any form used in the course (or any other Acumatica ERP form), you can click the Open Help button in the top pane to bring up a form-specific Help menu; you can use the links on this menu to quickly access form- related concepts and activities and to open a reference topic with detailed descriptions of the form elements.

How to Create a Tenant with the Needed Data

Before you complete this course, you need to prepare a tenant by importing and restoring the snapshot with the training data. To complete this preparation, perform the following instructions:

Go to the Amazon Storage.
Download and install Acumatica ERP 2025 R1.
From the Training Materials folder, download the training snapshot that corresponds to your version of Acumatica ERP. How to Use This Course | 6
Launch the Acumatica ERP instance, and sign in.
Open the Tenants (SM203520) form, and click Add New Record on the form toolbar.
In the Login Name box, type the name to be used for the tenant.
On the form toolbar, click Save.
On the Snapshots tab, click Import Snapshot.
In the Upload Snapshot Package dialog box, select the training snapshot, which you have downloaded, and click Upload. The system uploads the snapshot and lists it on the Snapshots tab of the Tenants form. 10.On the form toolbar, click Restore Snapshot. 11.If the Warning dialog box appears, click Yes. 12.In the Restore Snapshot dialog box, make sure that the correct snapshot package is being uploaded, and click OK. The system will restore the snapshot and sign you out. You are now on the Sign-In page, and you can sign in to the tenant you have just created.

Which Credentials You Should Use

You complete all lessons of this course by using the gibbs user and the 123 password.

Which License You Should Use

For the educational purposes of this course, you use Acumatica ERP under the trial license, which does not require activation and provides all available features. For the production use of this functionality, you have to activate the license your organization has purchased. Each particular feature may be subject to additional licensing; please consult the Acumatica ERP licensing policy for details. Company Story | 7

Company Story

This topic explains the organizational structure and operational activity of the company you will work with during this training.

Company Structure

The SweetLife Fruits & Jams company is a midsize company located in New York City. The company consists of the following branches:

SweetLife Head Oﬀice and Wholesale Center: This branch of the company consists of a jam factory and a large warehouse where the company stores fruit (purchased from wholesale vendors) and the jam it produces. Warehouse workers perform warehouse operations by using barcode scanners or mobile devices with barcode scanning support.
SweetLife Store: This branch has a retail shop with a small warehouse to which the goods to be sold are distributed from the company's main warehouse. This branch is also planning on selling goods via a website created on an e-commerce platform to accept orders online. The e-commerce integration project is underway.
SweetLife Service and Equipment Sales Center: This branch is a service center with a small warehouse where juicers are stored. This branch assembles, sells, installs, and services juicers, in addition to training customers' employees to operate juicers.

Operational Activity

The company has been operating starting in the 01-2023 financial period. In November 2023, the company started using Acumatica ERP as an ERP and CRM system and migrated all data of the main oﬀice and retail store to Acumatica ERP. The equipment center has begun its operations in 01-2024 in response to the company's growth. The base currency of the company and its subsidiaries is the US dollar (USD). All amounts in documents and reports are expressed in US dollars unless otherwise indicated.

SweetLife Company Sales and Services

Each SweetLife company's branch has its own business processes, as follows:

SweetLife Head Oﬀice and Wholesale Center: In this branch, jams and fruit are sold to wholesale customers, such as restaurants and cafes. The company also conducts home canning training at the customer's location and webinars on the company's website.
SweetLife Store: In the store, retail customers purchase fresh fruit, berries, and jams, or pick up the goods they have ordered on the website. Some of the goods listed in the website catalog are not stored in the retail warehouse, such as tropical fruits (which are purchased on demand) and tea (which is drop-shipped from a third-party vendor).
SweetLife Service and Equipment Sales Center: This branch assembles juicers, sells juicers, provides training on equipment use, and oﬀers equipment installation, including site review and maintenance services. The branch performs short-term service provision. The company has local and international customers. The ordered items are delivered by drivers using the company's own vehicle. Customers can pay for orders by using various payment methods (cash, checks, or credit cards).

Company Purchases

The company purchases fruits and spices from large fruit vendors for sale and for jam production. For producing jams and packing jams and fruits, the company purchases jars, labels, and paper bags from various vendors. For Company Story | 8

the internal needs of the main oﬀice and store, the company purchases stationery (printing paper, pens, and pencils), computers, and computer accessories from various vendors. The company also purchases juicers and juicer parts from large juicer vendors, and it either purchases the installation service for the juicers or provides the installation service on its own, depending on the complexity of the installation. Lesson 1: Creating an ARM Report | 9