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)
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.
Very clear presentation, easy to follow
It was great, thank you