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This reporting masterclass will show you how to use In-Form reporting and list views, to generate insightful data to ensure you're delivering the best service possible.

What topics will be covered?

  • How to create and edit list views
  • Where to find existing reports
  • Searching for reports
  • How to create a tabular report
  • Features of reporting
  • Summary reports
  • Export to Excel
  • How to 'Save As' and make changes to existing saved reports
  • Matrix reports
  • Cross filter report (exception reporting)
  • Dashboards

What will I learn?

During this two-day course you will learn:

  • What list views are
  • How to create a list view
  • Top tips and options to improve your reporting experience

You will also learn how to create a:

  • Summary report
  • Matrix report
  • Cross filter report

We'll also cover dashboards:

  • How to create a dashboard and add reports to it
  • How to create dashboard filters

This is a two-day course running on 14th September 10am - 12pm and 15th September 10am-12pm.

Book your place now
Very clear presentation, easy to follow
It was great, thank you