Presentation of the Training
Prerequisites
Target audience
Training objectives
Training content

Duration

2 à 3 7 a.m. days

Intra-company PRICE

TJM - From
1200 € excluding VAT

Group workforce

1 to 5 people

INTERESTED IN TRAINING?

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Educational and Technical Means

Personalized Training Support: Provided on request to explore the concepts covered in more depth.
• Illustrations and Comments on Business Examples: For better understanding and practical application.
• Alternation between Theory and Practice: To ensure complete mastery of the concepts.

Technical Means
Training can be conducted in person or remotely, requiring a video projector and/or screen, flipchart and pens. The trainer must have access to a training base of the customer's IFS application on site and/or remotely.

Assessment of Acquired Skills

The skills acquired will be assessed through practical situations during the training. An assessment of the knowledge acquired will also be organized in order to measure the appropriation of the concepts.

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IFS Business Reporter training

Presentation of the IFS Business Reporter Training

Welcome to our IFS ERP training page, specializing in the use of Business Reporter. This training is designed to help companies maximize the use of IFS ERP by taking full advantage of the reporting features.

PREREQUIS

Participants should be involved in using IFS and have a good knowledge of Microsoft Excel.

TARGET AUDIENCE

This training is aimed at companies from all sectors of activity who wish to improve the skills of their employees in the use of the IFS solution, in particular as part of the deployment of the solution to profiles:

  • Technical-functional IT
  • Process drivers 
  • Key-Users.

TRAINING OBJECTIVES

At the end of this IFS Cloud Business Reporter training, you will be able to:

  • Acquire the operating principles of IFS Business Reporter for the development of new reports :

You will understand how to use IFS Business Reporter to create reports built on data from IFS Applications.

  • Example : Configure a report to display monthly sales performance by region, using data from IFS Apps.

  • Master the main features of the IFS Business Reporter tool :

You will know how to use key features to create and modify reports.

  • Resume, modify and correct existing reports :

You will be able to take existing reports, adapt them and correct them as needed.

  • Example : Modify an existing report to include new filters and run parameters, such as filters on rows and columns.

Training content

  1. General and Basics of IFS Business Reporter

  • Basic Concepts and Features Overview : Introduction to the interface and main features of IFS Business Reporter.
  • Example : Understand how to navigate the interface and use basic tools to create simple reports.
  1. Setting up Rehearsals
  • Row, Column, and Tab Repetitions : Configure repetitions to automate detailed reporting.
  • Example : Create column repeats to display sales by product and region.
  1. Setting up Filters
  • Filters on the report, on a sheet, on a row, a column or a cell : Use filters to refine the data displayed in reports.
  • Example : Apply filters on a report to only display sales made in the last quarter.
  1. Report Formatting
  • Customizing Cells, Charts, and PivotTables : Techniques to improve the presentation and readability of reports.
  • Example : Add interactive charts and pivot tables to visualize data more effectively.
  1. Save and Publish a Report
  • Saving and Publishing Process : Steps to save and publish reports so that they are accessible to other users.
  • Example : Record a monthly performance report and publish it to sales teams.

  1. Setting up Report Execution Parameters

  • Standard, Global, and Function Parameters : Define and use parameters to customize report execution.
  • Example : Configure global settings to generate region-specific reports.

  1. Advanced Features of IFS Business Reporter

  • Zoom In, Drill Down, Write Back : Use advanced features to analyze data in depth and update it directly from the report.

  • Example : Use the Drill Down function to explore sales details by product category.

  1. Modifications to a Report
  • Duplication of BR elements, modification/deletion of repetitions, FIND function : Techniques for modifying existing reports and optimizing their structure.
  • Example : Duplicating a report item to create a new version suitable for another department.
Contact us

If one of the participants in one of our training courses has a disability, you can inform us of this when you express your needs. helene.dubourg@concret.fr

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