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Espi Training Courses

We are currently holding two training courses. 

 

Date

TBC

Time

09:45 – 16:30

 

ODBC connectivity is one of the secret tools in MS Excel that makes data in your Sage 200 system available in spreadsheets. If you consistently use MS Excel then seeing up an ODBC connection will help to automate the manual export / import / format processes that you probably do now.

 

Course Content

  • Setting up the links to your Sage data
  • Writing your own reports
  • Using pivot tables
  • Refreshing data
  • Filtering and sorting data

Who Should Attend?

This course will benefit Financial Controllers, Accountants, Sales Managers…essentially anyone involved in the preparation of reports using Sage 200 data. If you are currently re-keying data into a spreadsheet to generate key reports then this course is for you.

 

Course Location

Network house, St Neots Road, Dry Drayton, Cambridge CB23 8AY

Date

TBC

Time

09:45 – 16:30

 

This one day course will show you how to unlock the full power of the Sage 200 Report Designer and create and customise your reports and layouts. Become an expert at amending and creating reports/layouts, adding totals, filters and criteria for accurate and specific analysis.

 

Course Content

  • Learn how to create new reports using the report wizard, amend fixed reports, select variables, sort information and amend the page layout
  • Be able to insert calculations into a report and change the presentation of information
  • Know how to improve presentation by adding sub-totals and grand totals
  • Understand how to add filters to a report to select specific information
  • Split debits and credits and produce meaningful transaction totals
  • Be familiar with selection filters, advanced filters and advanced criteria
  • Know how to amend an existing invoice, letter or order layout

Who Should Attend?

You should be familiar with the operation of the system but you do not require a detailed knowledge of accounting data retrieval. It would be useful to have a clear idea of your reporting requirements and how these differ from the example reports supplied with the system.

 

Course Location

Network house, St Neots Road, Dry Drayton, Cambridge CB23 8AY

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