In-Form: creating reports

Practical ways to improve the quality and impact of your data. Monitor client progress more effectively and prove the value and impact of your work.

Who is this course for?

This course is for staff who are responsible for creating reports.
PLEASE NOTE: This training is suitable for people whose In-Form system has been live for at least a month

What will you learn?

On completion of this course you will:

  • know how to build a report
  • know how to use report filters
  • understand how to use data ranges
  • be able to count unique clients
  • be able to create new report types
  • be able to schedule reports
  • be able to create dashboards
  • know how to export to Excel
  • be able to troubleshoot
  • know how to use report folder management

When booking please let us know if you want training for the Classic or Lightening version of In-Form 


One-day course 10am – 4.30pm (registration from 9.30)

Costs (in-house training)

This course costs £800. It can be booked in-house for up to 8 people.

Talk To Us

Jane Finucane

Head of In-Form business development

Jane leads the sales & marketing team, and is responsible for making sure our members are getting the best possible value from In-Form.

Telephone: 020 7840 4456