Expert Guidance

BizTraining

Enhance Your BizNet Experience with Expert Training

BizTraining empowers your team with multiple courses to teach both basic and advanced skills through hands-on courses.

Get the most out of BizInsight with training that fits your needs:

  • Three levels to match your specific training needs
  • Guided workbooks to help you get started
  • Learn BizNet best practices along with Excel tips & tricks
  • Revisit training on-demand
  • Work at your own pace training
  • Resources and exercise workbooks to guide you
V7 TRAINING COURSES

BizNet Spotlight: BizProperty

Course Description

BizProperty are built-in functions that can be used to store frequently used values for easy reference across workbooks.  BizProperty are ideal for storing BizInsight Expressions and/or any kind of data including budget assumptions or currency rate for example. The stored values are saved to the Navigation Pane and can be shared globally across multiple spreadsheets.

[30 Minutes] [Exercise Workbook Included] 

 

BizNet Spotlight 7: PackNGo

Course Description

Share fully interactive reports with Business Users who don’t have access to the connected data or ERP. This spotlight will demonstrate how to provide a fully interactive BizInsight report with embedded data and share it via email, share folder or through a Dropbox© account even if they don’t have a BizInsight 7 connector license.

[30 Minutes] 

BizNet Spotlight 7: Working with External Data BizInsight 7

Course Description

This session opens the “Get External” data world and demonstrates the benefits of committing data to cache for superior analysis and report writing with BizInsight 7. Commit any data with 4 quick steps into Excel and start digging into the details using BizInsight 7’s Query editor tool. All the data, regardless of where it is, can be seamlessly combined into a single report within Microsoft Excel with BizInsight 7.

[30 Minutes] [Exercise Files Included] 

BizNet Spotlight 7: Data Caching

Course Description

BizInsight 7 significantly improves the refresh time to return data and the time to process the data into Excel. The increase in performance during the refresh of a workbook derives from a new cache control management process. This spotlight will focus on understanding data cache and how to optimize and/or manage data stored in memory to drastically improve report performance.

[20 Minutes] 

BizBroadcast 101 & 102

Course Description

BizBroadcast delivers the ability to send hundreds of spreadsheets within one report. It can even merge Excel workbooks together and sent as a single PDF. In BizBroadcast 101, we will demonstrate how to easily distribute either static or dynamic, data driven reports to end users in a variety of different formats including PDF, XLSXVALUES, XLSX, HTML and many others. In BizBroadcast 102 we will utilize the more advanced features of BizBroadcast with reports generated with BizInsight or native Excel.

[2 hours Each] [Exercise Workbook Included] 

BizInsight 7 Connectors

Course Description

BizInsight 7 not only connects you to your GL data but also a multitude of system connectors within your ERP such as: Accounts Payable, Accounts Receivable, Inventory, and Project Management. This course will demonstrate the power of BizInsight 7. Learn how BizInsight 7 retrieves data from multiple modules to create lists, aggregate functions, and build refreshable reports quickly and efficiently. Incorporate all aspects of your business needs through limitless connectivity to your data from financial information to inventory analysis.

[2.5 hours] [Exercise Workbook Included]

V5 TRAINING COURSES

BizNet Spotlight: BizProperty

Course Description

BizProperty are built-in functions that can be used to store frequently used values for easy reference across workbooks. In this session, we will demonstrate how to create, update and apply BizProperty for faster, more accurate report writing.

[30 Minutes] [Exercise Workbook Included]

BizNet Spotlight: Creating Complex Expression with BizInsight Expression Editor


Course Description

The BizInsight Expression Editor makes complex expressions less complicated. This session explores how to apply the Expression Editor in BizInsight 5 to combine data from multiple accounts that do not easily fall within a standard range. It helps you quickly define the syntax to display results from diverse accounts in a single cell.

[30 Minutes] [Exercise Workbook Included]

BizNet Spotlight 5: Content Specification Workbooks

Course Description

The Content Specification workbook is the technical manual that contains all the database aspects of setting up and connecting to your ERP. This session will provide our users with a better understanding of the data being presented and how the Content Specification workbook can be used to further generate the reports you would like to see.

[20 minutes]

BizNet Spotlight 5: Saving Templates

Course Description

Templates and frequently used formulas can easily be saved and accessed directly from your Navigation Pane. In this spotlight, we demonstrate how to save reports as templates and share with other BizInsight users within your organization.

[20 Minutes]

BizBroadcast 101 & 102

Course Description

BizBroadcast delivers the ability to send hundreds of spreadsheets within one report. It can even merge Excel workbooks together and sent as a single PDF. In BizBroadcast 101, we will demonstrate how to easily distribute either static or dynamic, data driven reports to end users in a variety of different formats including PDF, XLSXVALUES, XLSX, HTML and many others. In BizBroadcast 102 we will utilize the more advanced features of BizBroadcast with reports generated with BizInsight or native Excel.

[2 hours Each] [Exercise Workbook Included]

BizInsight GL

Course Description

BizInsight 5 GL combines the use of function and analysis sets to build reports from the live data available in your accounting system. This session will explore best practices when report building in BizInsight 5, including how to drag and drop refreshable analysis sets, work with SuperFunctions to generate the values, and drill down to view the details behind the numbers.

[2 hours] [Exercise Workbook Included]

STANDARD TRAINING

$795/YR

- 3 Users -

SUBSCRIBE TO STANDARD

 

  • Welcome Packet & Getting Started Workbook
  • ----
  • BizNet University Course Catalog
  • ----
  • Weekly Open Q&A Sessions
  • ----
  • BizNet & Excel Tips and Tricks Workbook
  • ----

PREMIUM TRAINING

$995/YR

- 3 Users -

SUBSCRIBE TO PREMIUM
  • Welcome Packet & Getting Started Workbook
  • ----
  • BizNet University Course Catalog
  • ----
  • Weekly Open Q&A Sessions
  • ----
  • BizNet & Excel Tips and Tricks Workbook
  • ----
  • Two Hour Session with BizTraining
  • • Expert Report Building Walkthrough
  • • Best Practices
  • ----

PREMIUM PLUS TRAINING

$1295/YR

- 3 Users -

SUBSCRIBE TO PREMIUM PLUS
  • Welcome Packet & Getting Started Workbook
  • ----
  • BizNet University Course Catalog
  • ----
  • Weekly Open Q&A Sessions
  • ----
  • BizNet & Excel Tips and Tricks Workbook
  • ----
  • (2) Two Hour Sessions with BizTraining
  • • Expert Report Building Walkthrough
  • • Best Practices
  • ----