During this training session we will provide you with in-depth know-how on how to build reports and dashboards for your different user groups and to give them more insight into their data for their day-to-day tasks.
Reports:
- Understanding report types
- Understanding data filtering
- Understanding data grouping and summations
- Understanding module relationships and how this reflects in reports
- Understanding data display options (table and chart views)
- Understanding export and report schedule options
- Help establish business relevant reporting and data maintenance reporting
We will also provide you with some common user errors when building reports that you should look out for!
Dashboards:
- Differences between Home, List and Record dashboards
- How to build a dashboard and add dashlets
- Walk-through of the most common dashlets used
- Dashboard Management including sharing and enforcing dashboards
If you are looking for a more high-level learning experience on reports and dashboard, please check-out our Reports & Dashboards – Essentials course offer!