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Six S Partners Online Classroom Training on BAQ’s & Dashboards

Interested in learning more? Take a look at the schedule of upcoming events we have planned. If you can’t attend an event in person, we regularly host webinars to share our knowledge and experience with Epicor ERP and how together we can help your business. Hope to see you soon!

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Six S Partners Online Classroom Training on BAQ’s & Dashboards « April 23 @ 12:30 pm - 4:30 pm UTC-4

$295
Register Here

Six S is pleased to offer BAQ’s & Dashboard Foundations online classroom training.

Need to get information from your ERP system that you can’t find on any reports?  Want to see just the data you need that’s up to date?  Need a way to get this data out for further analysis?

Tap into the most valuable tools that came with your Epicor system – Business Activity Query (BAQ) and Dashboards.

Business Activity Query and Dashboard Foundations introduces users to a basic exposure to the structural pieces necessary to investigate data throughout Epicor ERP.  This includes reviewing multiple-levels of data inquiries with exporting data and dashboards along with the ability to add tailored searches to any form in the system.

This class is designed for users who have not been exposed to BAQ’s, dashboards or for a refresher for users who have dabbled in the past.

Agenda includes:

Set Up

  • User Security Setup

Database Overview

  • Tables
  • Records
  • Fields
  • Table relationships

Before Creating BAQ’s

  • Data Dictionary
  • Field help

Business Activity Query Maintenance

  • Folder path and overview
  • Creating a new BAQ
  • Calculated Fields
  • Running the BAQ
  • BAQ Export Process

Quick Searches

  • Creating a new Quick Search
  • Adding prompts

Dashboard Maintenance

  • Folder path and overview
  • Creating a dashboard
  • Grid View
  • Tracker View
  • Publishing and Subscribing
  • Additional Functionality

Creating Menu Items for Dashboards

  • Menu Maintenance

Questions

 

Details

Date:
April 23
Time:
12:30 pm - 4:30 pm
Cost:
$295

Organizer

Darrin McPhail
Phone:
866-579-7497 x759
Email:
dmcphail@sixspartners.com