Jet Reports Canada Inc.

Transcription

1 Course Calendar PO Box 88009, 2975 Kingston Rd, Unit 26A, Scarborough, ON M1M 1N0 Phone:

2 Contents Calendar At A Glance...1 Delivery Format and Prices...3 Webinars...3 Classroom...4 On-Site...5 Course Descriptions...6 Excel for Jet Reports...6 Jet Essentials Report Writing Workshop (RWW)...7 Jet Essentials Foundation Training...8 Jet Essentials Advanced Designer for NAV...9 Other Services...10 Custom Consulting Services...10 Why Choose Jet Reports For Your Training and Services?...11 How to Register...12 Rescheduling and Cancellation Policy...13

3 Calendar At A Glance Note: The 2016 training calendar shows training dates for January through to March Training dates for the remainder of 2016 will be available in March. GROUP WEBINARS Note 1 TRAINING CALENDAR CANADA Note: The 2016 training calendar shows training dates for January through to March Training dates for the remainder of 2016 will be available in March. Price Dura8on January February March April May June July August September October November December Excel for Jet Reports $495 flat rate 3 hours Founda8on Training Webinar - NAV* Founda8on Training Webinar - GP* * Webinars may also be private $795 flat rate $795 flat rate $995 flat rate 4 hours over 2 days 19 & & & 16 as above 4 hours OLAP Pivot Tables for Jet Enterprise Jet Data Manager Training $395 flat rate Call for info 2 hours PRIVATE COACHING One-On-One Coaching $995 each 4 hours CLASSROOM (Report Wri+ng Workshop for Jet Essen+als only, includes one hour post training consulta+on) Calgary $1,795 each 2 days Vancouver $1,795 each 2 days Montreal $1,795 each 2 days Toronto $1,795 each 2 days Note 1: Webinar Star8ng Time 8 am Pacific 9 am Mountain 10 am Central 11 am Eastern Deal Savers! - Book any two webinars and save 10%! - Book a classroom session and a webinar and save 15% on the webinar! Terms: Courses must be booked together and paid for in advance. As at January 1, Please note the calendar is subject to change. Please check the website ( for the latest updates. 1

4 Features Webinar Classroom On-Site Length(s) 2 to 4 hours 2 days + 1 hour post-training follow-up per course 3 days Location In your office Vancouver/Calgary Edmonton/Toronto Your facility Frequency Group Monthly Private On demand See Schedule On demand Hands-On Yes/No (course specific) Yes Yes Participant s You supply You supply We supply Computer & Software (Including a projector) Database Ours for teaching Yours for hands-on Ours for teaching and hands-on Yours Max. # Participants 5 connections 10 Unlimited Pricing (tax extra) $295 to $995 $1,495 (or $1,395 if more than 1 attending same event) Please call Price includes Additional costs One audio & internet connection to virtual classroom Jet Reports Certified Trainer Course Manuals None All courses are taught using: The latest version of Jet Essentials or the Jet Enterprise Data Manager A sample database for Microsoft Dynamics NAV or Microsoft Dynamics GP Microsoft Excel 2010 or 2013 Light beverages Lunch Jet Reports Certified Trainer Course Manuals Your Travel (Where Applicable) Customized Training Jet Reports Certified Trainer Course Manuals Our travel costs You supply facility and any meals/refreshment 2

5 Delivery Format and Prices Webinars Don t have a lot of time? Why not take the course while you are at the office! Hands On! At the beginning of the session, the instructor assigns participants to a virtual break-out room. The instructor demonstrates a concept on a sample database and participants try it out on their own database. The instructor drops into each breakout room to assist and answer questions. Group discussion is encouraged. Group Webinars: Webinars are run regularly. (See Calendar At A Glance on Page 1 for schedule.) Up to 5 companies may attend the webinar. More than one person may attend from each company. Only one computer from each company will be connected to the meeting and assigned to a virtual private break out room during the session. No other participating companies will see your screen. Private Webinars: Can t make it to our scheduled webinar? Book a private one just for you and/or your company. If practical, we ll tailor the webinar to your reporting needs. Here s what our customers say: The sample database used was effective for demonstrating the concepts, but the hands-on report building was more helpful. The breakout rooms were a definite plus! Excellent - very knowledgeable and taught in a manner easy to understand. Equipment Requirements: We recommend your training be held in a quiet room with: a hands-free (conference) phone, at least one desktop/laptop set up with the latest version of Jet Reports and connected to your database, one connection to the internet and, a projector for viewing the instructor's screen if more than one person is attending. What s Included: A few days before the session, a link to the webinar will be provided with downloads for a course manual and sample Excel files where applicable. Price includes one internet and one audio connection per company. Price(s): Course: Instructional Hours Hand-On Group Private Microsoft Excel 3 No $495 $595 Jet Essentials Foundation Training (Note 1) 4 (2 hrs/day for 2 days) Yes $795 $995 Jet Essentials Advanced Designer 4 (2 hrs/day for 2 days) Yes $795 $995 Jet (Enterprise) Jet Data Manager Call for information OLAP Pivot Table for Jet Enterprise (Note 2) 2 Yes $295 $395 Note 1: Jet Essentials Foundation Training and Excel Training group webinars are included with the purchase of Jet Essentials. Training must be taken within 18 months of the date of purchase. You may attend this training as often as you like during the 18 months, as long as your company is current on your Annual Enhancement Plan (AEP). Note 2: Jet Enterprise - OLAP Pivot Table for Jet Enterprise is included with the purchase of Jet Enterprise. Training must be taken within 18 months of the date of purchase. You may attend this training as often as you like during the 18 months, as long as your company is current on your Annual Enhancement Plan (AEP). Applicable Taxes Extra Deal Saver! Purchase any two courses and save 10%! Terms: Your second course must be paid for within 30 days of completion of your first course. Start Times: 8 am Pacific 9 am Mountain 10 am Central 11 am Eastern 3

6 Classroom Need to get away from the distractions of the office? Take training in a hands-on a computer classroom! Hands On! The instructor demonstrates a concept on a sample database and participants try it out on their computer. The instructor coaches participants. Where? Classes are held in Vancouver, Calgary and Toronto. (Please note: We will be glad to schedule a class in other cities if we can find a minimum of 5 participants. Please contact us if you are interested.) Facilities: Our classrooms are set up with a projector, whiteboards and computers installed with the different versions of Excel, Jet Reports and a sample database. The instructor demonstrates a concept on the sample database and the participants try it out on their workstation using the sample database and exercises from the course manual. When? Please see the Calendar At A Glance on Page 1. What s Included: One computer per participant already set up with Jet Reports, Excel and a sample database. Course manual and sample Excel files. (Students may take their course work files home.) Participants are entitled to a one-hour follow-up consultation with the instructor within two months post-training. A selection of baked goods (i.e. bagels/donuts/muffins) each morning. Light beverages (i.e. coffee/tea/water/juice/soft drinks) are provided during the day. Lunch each day. (Participants should notify us of any dietary restrictions at the time of registration.) Lunch is typically cold (i.e. assorted sandwiches and salad) on one day and hot (i.e. pasta/meat and salad) on the other day. Here s what our customers say: [Instructor] was very personable and extremely knowledgeable in all areas pertaining to any and all questions that were brought up in class. It was a pleasure being in the class. Excellent course presentation. This course with [Instructor] has been first rate and most useful and applicable. Price(s): $1,795 for 2-day courses $1,695 if more than one person from your company is attending the same course at the same time. Deal Saver! Book a classroom session and a webinar and save 15% on the webinar! Terms: Courses must be booked together and paid for in advance. Applicable Taxes Extra 4

7 On-Site An economical way to train your team of Jet Essentials Designers! You save thousands! A Jet Reports Certified Trainer will come to your facility and deliver our core courses, Foundation and Advanced Designer, over three consecutive days. Training is done using your database. Wherever possible, training is customized to suit your organization s reporting needs. By the end of the training, you should have 3-4 solid working reports for your organization. Customer Provides: Training facility (usually onsite conference room) Computers for staff set up with the latest version of Jet Essentials and connected to your database Projector for Instructor s laptop Any light refreshments and lunch Customer travel (if required) The customer is required to provide the training facility, computers, projector and light refreshments and lunch. Customer travel costs extra. What s Included: Foundation and Advanced Designer training Instructor fees Instructor travel (air, hotel, car rental, parking, breakfast/dinner, etc.) Instructor s laptop Training manuals Price(s): Please call

8 Course Descriptions Suggested Training Path for Report Design: Excel for Jet Reports! Foundation Training or RWW Workshop! Advanced Designer OLAP Pivot Tables for Jet Reports View our tutorials on the Jet Express website Note: The Jet Data Manager course is not about designing reports but rather about managing the data warehouse and cubes. Our Training Tools: Our courses are developed to teach Jet Reports and some targeted Excel training. We do not provide instruction on database table structure other than to briefly give tips on how to find data within a database. Participants should have experience and be comfortable working in Excel. Our courses are developed for the following databases: Microsoft Dynamic NAV Microsoft Dynamics GP MySQL Database Universal The concepts taught in all courses are demonstrated using sample databases as provided by Microsoft or that we have developed for use with the Universal connector. These databases contain sufficient data in GL, Customer, Vendor and Inventory modules for teaching and hands-on exercises. All concepts taught can be used on any other table or view. Course Delivery Legend: Classroom Webinar Onsite Course Descriptions: Excel for Jet Reports Designed for all new Jet Essentials Designers and anyone who needs to gain more knowledge of Excel. This course also explains the terminology and functionality of Excel in relation to Jet Essentials. This 3-hour live web-based training session will teach you how to use Microsoft Excel to get the most of out of Jet Reports. This training helps you to use Excel not only with writing a Jet Report but also in using Excel in general. What s Included Up to 5 people trained on Excel Supplementary materials to refer back to after the training Answers to all the exercises completed during the training 6

9 Jet Essentials Report Writing Workshop (RWW) This introductory course emphasizes a structured approach for creating reports. You will gain the confidence to begin creating your own reports immediately by learning the fundamentals of Jet Essentials from navigating in the Jet Essentials menu, debugging errors, and the four main functions of Jet Essentials in a step-by-step approach. What You Will Learn Use procedural methodology to developing reports with Jet Essentials, procedures that allow for step-by-step approach to report writing from building report specifications, mockups, and data sourcing Use specific Excel techniques and functions that complement Jet Essentials Navigate in the Jet Essentials menu and use the designing tools Use the Jet Essentials functions to build reports from scratch such as a simple list, summarized report and multi-level (grouped) report sourcing data from one or more tables Create simple filters and sort data sourced from a table Set up a report for viewers by creating user report parameters/filters Prepare reports for use by others Benefits of This Course A slightly different approach to our Foundation Training course. Greater emphasis is spent on gathering report requirements and how to lay out a report. The report fundamentals are the same for both courses. Recommended Prerequisite(s) Excel for Jet Reports. Who Should Attend Anyone who is a named Designer on the Jet Essentials license and needs to acquire basic knowledge, skills and techniques to create and edit a Jet Report. This course is recommended for anyone needing a structural approach to creating a report. No previous experience with Jet Essentials is assumed. Course Exercises Throughout this course, exercises provide you with experience applying both Excel and Jet Essentials functions, formulas, and formatting. Hands-on exercises are in accounting (GL), sales and inventory. Course Content Foundational Concepts o Jet Reports o Excel o Relational Databases Report Writing Procedure Predevelopment Development using Jet Reports functions o NL Replication o Developing summary lists o Developing data dump lists using NL and NF o Sorting o Grouping Reports o Summing and Subtotalling Final development stages o Building Report Options o Using NP o Formatting and finishing touches o Charts and Graphs 7

10 Jet Essentials Foundation Training In this introductory course, you will learn the fundamentals of Jet Reports from navigating in the Jet Reports menu, debugging errors, and the four main functions of Jet Reports to give you the confidence to begin creating your own reports immediately. What You Will Learn Use specific Excel techniques and functions that complement Jet Essentials Navigate in the Jet Essentials menu and use the designing tools Use the Jet Essentials functions to build reports from scratch such as a simple list, summarized report and multi-level (grouped) report sourcing data from one or more tables Create sheets, columns and rows of data Create simple filters and sort data sourced from a table Set up a report for viewers by creating user report parameters/filters Prepare reports for use by others Benefits of This Course You will gain the fundamental skills to create simple lists, summarized reports, and grouped data reports. You will be able to apply simple filters for the required data. You will be able edit your report to add in information from other tables. Your will be able to create report options for Viewers to use to refresh the reports for new data. Who Should Attend Anyone who is a named Designer on the Jet Reports license and needs to acquire basic knowledge, skills and techniques to create and edit Jet Reports. It is recommended that participants have Excel experience, such as creating Excel spreadsheets and performing simple calculations using Excel formulas. No previous experience with Jet Reports is assumed. This course does not include the procedural methodology covered in the Report Writing Workshop. All other concepts are the same. Course Exercises Throughout this course, exercises provide you with experience applying both Excel and Jet Reports functions, formulas, and formatting. Course Content Excel Review o Cell referencing & SUBTOTAL function Introduction to Jet Reports o Fundamentals and the Jet Reports menu o Running a Jet Report and drilldown Jet Reports functions o NL data replication (sheets, rows, columns) and NL data retrieval (summing/counting data) o Sorting and filtering on an NL function o NF data retrieval when requiring more than one field from a table record and using flow fields for NAV connectors o GL for financial data o NP for improving report performance, shortcut tool to put two dates into a date range Sourcing data from more than one table for a report Designing Jet Reports for viewers and final report preparation Report parameter/filter for report viewers 8

11 Jet Essentials Advanced Designer for NAV In this advanced course, we expand from the fundamentals of Jet Essentials taught in the Foundation Training course or Report Writing Workshop, or from your experience as a Jet Essentials Designer. With this course, you will learn the techniques to develop more complex, dynamic, and efficient Jet Reports. What You Will Learn Use additional specific Excel techniques and functions that complement Jet Essentials Fine tune the viewer report parameters/filters that look up filter values in the database, show multiple fields, define your own custom filter values Create multi company or multi data source reports Use Limit= as a filter to limit the number of results such as returning the Top X sales or donations Address some common filtering pitfalls such as filtering on blanks, zeroes, special characters, and values using the wildcard (*) Develop filtered data from one table for use as a filter in another table using NL Filter or Link =. This is particularly useful for working with documents where the header table contains certain information (such as the date) that is not found in the lines table and vice versa. It also very useful for complex filtering when unrelated tables are linked by a common table(s). Create arrays using NP Union, Intersect, and Difference for use in analyzing data. For example, NP Difference can be used to find out who are new customers/donors during a specific period of time. Optimize reports using table keys and the Advanced Browser to help you see extra information (NAV only) Create a dynamic chart using Excel charting tools to go along with your dynamic report Schedule reports Benefits of This Course You will have the skills necessary to create complex analytical reports and schedule them to run automatically. Course Exercises Throughout this course, exercises provide you with experience applying both Excel and Jet Essentials functions, formulas, and formatting. Who Should Attend Anyone who is a named Designer on the Jet Essentials license and has already taken the Foundation Training course or the Report Writing Workshop or has previous experience designing reports using the basic knowledge, skills and techniques found in the introductory courses to create and edit Jet Reports. Course Content Building advanced report parameter/options using NL Lookup Advanced filtering with NL o Multi company, multi data source reporting o Limiting results of an NL function for Top/Bottom reports o Filter pitfalls and solutions o NL FILTER and LINK= to filter on fields not in the table but in a related table o Array calculations using NP UNION, INTERSECT, and DIFFERENCE Report Optimization (NAV only) o Installing and updating the Advanced Browser o Using and understanding table keys Charting with Excel Jet Scheduler o Scheduling a report to be ed 9

12 Other Services Custom Consulting Services We will coach you as you create your report or we will be happy to write the reports for you! Coaching We coach you one-on-one to write your Jet Report. The instructor sets up a virtual meeting and makes you the presenter. The instructor answers your questions and coaches you as you write your report. This is ideal as individual customized training using your project or to help you work through a complex project. Report Writing No time to write reports? We ll do it for you! Our report analysts are all Jet Reports Certified Professionals and/or Trainers. They are experts at writing Jet Reports. Prices for GP/NAV Serivces Hourly Rate $ Hour Package ($179.50/hr) $ 1,795 10

13 Why Choose Jet Reports For Your Training and Services? Here s what Jet Reports has to offer: You learn from the best! o All instructors are Jet Reports Certified Trainers. o All instructors are full-time Jet Reports employees dedicated to training and report-writing services. Our employees are required to constantly update their knowledge of Jet Reports and Excel. o Newsletter Jet Reports and Excel Tips & Tricks written by Jet Reports Trainers. o Wide industry and not-for-profit experience. o Multi-database experience. In-depth Course manuals are provided. Course manuals have been developed by Jet Reports Certified Trainers and include detailed explanations of concepts with illustrations, exercises and drills. Example files provided. Jet Reports and Excel Tips & Tricks written by Jet Reports Trainers sent to your inbox regularly. Variety in delivery formats: Webinar, Classroom, On-Site an option for every type of learner. You get your say! Participants complete an anonymous satisfaction survey at the end of the course. We learn from you about how to improve our material and teaching styles. A chance to meet and learn from other Jet Reports users. 11

14 How to Register Contact: PO Box 88009, 2975 Kingston Rd., Unit 26A, Scarborough, ON M1M 1N0 Phone: Full payment must be received in advance to reserve a seat. We accept Visa, MasterCard and American Express credit cards, cheques and wire transfers. Please make payment to Need to speak with a Jet Reports Certified Trainer to assess your needs? Contact Janice Taylor at [email protected] or call

15 Rescheduling and Cancellation Policy Time To Use Purchased Consulting or Report Writing Services This applies to customers who have purchased a block of hours for consulting/report writing services. The customer will be allowed a period of one year from the purchase date to use purchased services. If the customer opts not use the remaining hours of the purchased service within one year of the purchase date, the customer will forfeit the service and will not be eligible for any refund. Confirmation and Travel for Classroom Training Jet Reports will confirm the scheduled classroom training 3 weeks from the class start date. It is recommended that air travel or any accommodations that may incur cancellation fees not be purchased until the time confirmations are received. No Show Policy If your company is a no show for a training event, your company will forfeit the session. Rescheduling and Cancellation Policy reserves the right to reschedule/cancel training. In the event that Jet Reports Canada has to reschedule/cancel training, Jet Reports Canada will work with the customer to find a suitable time to reschedule training; otherwise 100% of the course fees will be refunded. Webinars Included With The Purchase Of Jet Essentials or Jet Enterprise There are no refunds for either of these sessions. If a session must be rescheduled, see rescheduling policy for webinars below. Jet Essentials is sold with Foundation Training and Excel for Jet Essentials Training group webinars. All Designers named on the license at the time of purchase may participate. The customer has 18 months from the time of purchase to participate and may attend as often as they like within the 18 months, as long as they are current on their Annual Enhancement Plan (AEP). The customer may purchase additional webinars after the expiry. See website for schedule. Jet Enterprise is sold with the OLAP Pivot Table for Jet Enterprise group webinar. Anyone using Jet Enterprise may participate in this webinar. The customer has 18 months from the time of purchase to participate and they may attend as often as they like within the 18 months, as long as they are current on their Annual Enhancement Plan (AEP). The customer may purchase additional webinars after the expiry. It is the customer s responsibility to ensure the company has been registered and takes the webinar within the allotted time. Rescheduling Training For All Webinars: We require a minimum of 5 business days notice to reschedule training without penalty. If it s less than 5 business days and other companies are participating on the same webinar, there will be no administrative fee charged. If your company was the only registrant and no replacement is found, you will be subject to a $350 fee to reschedule the training, otherwise the training is forfeited. Only one reschedule allowed. Classroom: Classes are confirmed based on a minimum enrolment. We require a minimum of 17 business days notice to reschedule training without penalty. If it s less than 17 business days you will be subject to a $350 administrative fee to reschedule. Only one reschedule allowed. Refunds for Cancellations Webinars purchased exclusive of software: More than 5 business days before training, 100% refund. Less than 5 business days, 0% refund. Classroom or Onsite*: More than 17 business days before training, 100% refund business days, 75% refund business days before training, 50% refund. Less than 5 business days, 0% refund. *The customer will also be responsible for any expenses incurred on behalf of the customer for Onsite Trainings that have occurred prior to the rescheduling or cancellation of onsite training. This is typically airfare. 13