Unit4 ERP Excelerator Training

Our Unit4 Excelerator training courses are designed to help your team unlock the full potential of Unit4 ERP using the Excelerator add-in. Whether you're keen to enhance everyday reporting with browser enquiries or develop advanced printed reports through powerful data extraction, we offer both standard and tailored courses, the latter of which are designed to your exact requirements.

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  • 250+

    Courses Delivered

  • 25+

    Training Consultants

  • 150+

    Languages

  • 27

    Years’ Experience

OUR OFFERING

Importance of Unit4 ERP Excelerator training

Utilising Excelerator for Unit4 ERP (formerly Agresso) can transform the way your organisation builds and manages reports. To maximise the efficiency of your workforce, your users need structured, practical training to fully understand and apply the tool’s capabilities. At Optimum, we specialise in delivering hands-on, expert-led Unit4 ERP Excelerator training to help your teams extract, format and deliver meaningful business data with confidence.

Our Unit4 ERP Excelerator Basics training course is ideal for users who are new to the tool or want to build a strong foundation in report creation. Over two days, participants will learn how to connect Excelerator to Unit4 ERP, build reports from scratch, apply formatting and filters, use parameters and create both single reports and full report packs. Delegates will also explore how to use browser templates as data sources, helping them turn day-to-day business data into informative, well-structured Excel outputs.

For more experienced users, our Unit4 ERP Excelerator Advanced training course takes reporting to the next level. This one-day session introduces server-based reporting, teaching participants how to split reports, assign them to folders or email addresses and even integrate output into the Document Archive. It’s ideal for finance or operations teams looking to automate reporting processes, distribute outputs efficiently and leverage Excelerator in a more strategic, scalable way.

Both courses are delivered in small groups of up to eight delegates, ensuring a personalised, interactive learning experience. Our trainers use live data and realistic business scenarios to make the training immediately applicable to your environment. All delegates receive comprehensive reference materials for continued learning.

By partnering with Optimum, your teams won’t just learn how to use Excelerator, they’ll gain the skills and confidence to drive better reporting, improved decision-making and long-term value from your Unit4 ERP system.

“Unit4 Excelerator training empowers users to turn complex ERP data into clear, customised Excel reports—streamlining reporting processes and enabling faster, more informed business decisions across the organisation.”

COURSE OVERVIEW

Unit4 Excelerator Basics training course

This course is designed for Unit4 ERP (formerly Agresso) users who want to use Unit4 ERP Excelerator. Starting with the basics of an Excelerator report, participants will learn a range of commands and techniques to maximise their reporting capability.

A knowledge of system data structures (such as balance tables, browser, attributes, and relations) and a working knowledge of Excel is a prerequisite for attending this course, as it builds on these fundamentals.

Following the course delegates will be able to confidently extract data from Unit4 ERP using Excelerator, apply effective formatting using both Excel and Excelerator features and filter data through various methods including parameters. They will also learn how to build reports with subtotals, create and run reusable template reports and design reports that pull data directly from browser templates, equipping them with the skills to produce clear, flexible, and insightful reports tailored to their business needs.

Here is an overview of what this two-day course covers:

Overview of Excelerator; connecting to Unit4 ERP.

Worksheet types; essential keywords; displaying attribute descriptions.

Descriptive headings; using Excel formatting; formatting keywords.

The importance of filtering; basic filters; parameters; creating sections in reports; crosstab reports.

Creating subtotals; subtotal expressions; page breaks; multi-tab results.

Single templates; report packs.

Using browser templates as data sources; attaching Excelerator templates to a browser template.
Keen to learn more about booking this Unit4 ERP Excelerator Basics training course? Contact us today!Contact Us

WHY CHOOSE US

Benefits of partnering with Optimum

Optimum is a Unit4 ERP business transformation and change partner with deep industry expertise and a global reach. We support organisations through the user adoption phase of Unit4 implementations and upgrades, producing a confident, competent workforce and ensuring return on investment.

Designed for you

We can customise our Excelerator courses to reflect your organisation’s data, reporting needs and user roles.

Expert trainers

Our trainers bring expertise in Unit4 ERP and Excelerator, combined with experience across various industries.

Maximum engagement

With a maximum of eight delegates per session, our training is personal and interactive.

COURSE OVERVIEW

Unit4 Excelerator Advanced training course

This course is designed for Unit4 ERP (formerly Agresso) users who who want to create server-based Excelerator reports. Starting with an introduction to the mechanics of server-based reporting, participants will learn how to convert Excelerator reports into server-based reports, including report-splitting and emailing.

A prerequisite of attending this course is some expertise in Unit4 ERP Smart Client and a good working knowledge of Excelerator. If you haven’t already done so, we recommend completing Excelerator Basics before attending this course.

Following the course, delegates will understand how server-based reports are processed within Unit4 ERP and will be able to use parameters effectively to customise report output. They will also learn how to split reports and distribute them via email, designated folders, or the document archive, equipping them with the skills to automate and streamline report delivery across the organisation.

Here is an overview of what this one-day course covers:

The customised report folder; creating custom menus; attaching reports; assigning permissions; the results folder; using parameters.

Splitting with browser; splitting with ARW (introduction).

Assigning email addresses to attributes; using special report parameters to email split reports.

Using special report parameters to place split reports in defined folders.

Introduction to the Document Archive, using special report parameters to import split reports to the Document Archive.
Keen to learn more about booking this Unit4 ERP Excelerator Advanced training course? Contact us today!Contact Us

GET IN TOUCH

We’re ready to support your Unit4 ERP Excelerator training requirements!

Our experienced team are ready to support your digital transformation. Let’s add your name to our growing list of 800+ global brands.

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