AUG Reporting Summit 2023

Each Session will consist of a Presentation,
followed by Questions and Group Discussion

09:00am – 10:00am
The Acumatica Reporting Landscape

10:00am – 11:00am
Acumatica Dashboards
– What everyone wants, but few companies actually have
– Why Dashboards
– Stuff That Should Never Happen (STSNH) Dashboards

11:00am – 12:00pm
Generic Inquiries
– Real World Tips and Tricks
– Creative Techniques

12:00pm – 01:00pm
Lunch
– You are responsible for your own lunch
– There are plenty of food options within a 2 minute walk

01:00pm – 02:00pm
Acumatica Business Events
– Reporting delivered to your inbox or mobile app
– The power of combining Business Events with STSNH Dashboards
– New Action Execution feature in Acumatica 2023 R1

02:00pm – 03:00pm
Acumatica Report Designer
– How to get started
– Creative use cases, not just for printed reports

03:00pm – 04:00pm
Microsoft Excel
– Creative ways to incorporate Excel into your reporting strategy
– Scheduling Excel reports to refresh automatically at night

04:00pm – 05:00pm
Microsoft Power BI and Microsoft Fabric
– Why everyone should use Power BI and how to get started
– What is Microsoft Fabric and why it matters

05:00pm – 06:00pm
SQL
– How SQL can turbocharge reporting in Acumatica
– How every Business User can learn to use SQL in Acumatica

06:00pm – 08:00pm
Dinner
– Catered by City Barbeque
– Continued Group Discussion

The Venue couldn’t be better.

– Comfortably seats up to 50 people

– Lots of artistic touches that make the environment feel pleasant and inviting

– The screen in the front of the room is gigantic and can be seen easily from anywhere in the room