Page 4 - Unanet AE: Administering the System
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Activity 5.4 – Create Resource Groups .................................................................. 48
Check Your Understanding .................................................................................... 50
Lesson 6: Managing Reports ................................................................. 51
Learning Objectives ................................................................................................ 51
Reporting Overview ................................................................................................. 51
Reporting Permissions ........................................................................................... 52
Activity 6.1 – Manage Reporting Management Applets Permissions ..................... 52
Managing Report Management Reports ................................................................ 53
Demo 6.2 – Explore Report Management .............................................................. 53
Managing PM Report Designer Reports ................................................................ 54
Activity 6.3 – Manage PM Reports Permissions and Defaults ............................... 54
Managing Custom Reports/Actions ....................................................................... 55
Activity 6.4 – Manage Custom Reports/Actions ..................................................... 55
Check Your Understanding .................................................................................... 57
Lesson 7: Creating Reports ................................................................... 58
Learning Objectives ................................................................................................ 58
ReportBuilder ........................................................................................................... 58
Activity 7.1 – Create and Edit ReportBuilder Reports ............................................. 59
Masterfile Queries .................................................................................................... 62
Activity 7.2 – Create Queries.................................................................................. 62
Query Builder ........................................................................................................... 65
Activity 7.3 – Create SQL Queries Using Query Builder ........................................ 65
Financial Statement Designer ................................................................................ 66
Activity 7.4 – Create Financial Reports .................................................................. 66
Invoice Designs ....................................................................................................... 69
Activity 7.5 – Edit Invoice Design ........................................................................... 69
Check Your Understanding .................................................................................... 70
Lesson 8: Creating and Managing Dashboards ................................... 71
Learning Objectives ................................................................................................ 71
Dashboard Groups .................................................................................................. 71
Activity 8.1 – Create Dashboard Groups ................................................................ 71
Deploying Dashboard .............................................................................................. 73
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