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• Answers

1. Report Types 2. Report Selector 3. Update Batch 4. BOM Update 5. Batch Reports 6. Radio Buttons 7. Date Ranges 8. Default Date Range 9. Drillable Reports 10. Customisation 11. My Reports 12. Printable Reports 13. Which Columns 14. Charts 15. Schedule 16. Report Writer 17. View Toolbars 18. New Template 19. Easy Copy 20. Easy Layout 21. New SQL Report 22. Learn Report Builder

Overview

Reports Training

Company:___________________________ Signed:____________________________

Name:___________________ Position:______________ Date: _____________

Trainee to complete: Please tick

1. [ ] Report Types - Do you know what the two types of reports are?

2. [ ] Report Selector - Do you know what the Report Selector is and how to access it?

3. [ ] Update Batch - Where do you run this function from?

4. [ ] BOM Update - Do you fully understand the BOM update options when running a Batch Update?

5. [ ] Batch Reports - Where can you see when the last Batch Update was run?

6. [ ] Radio Buttons - Do you Understand what the labelled radio buttons on the left hand side of the Report Selector are for?

7. [ ] Date Ranges - Do you understand what the date ranges are for on the main Report Selector?

8. [ ] Default Date Range - Do you understand where to set the default date range?

9. [ ] Drillable Reports - Can you drill into the non summarised transactions on these types of reports and lists?

10.[ ] Customisation - Can you customise the appearance of drillable/printable reports generated from the lists eg. Invoice List?

11.[ ] My Reports - Do you know how to create a report in the "My Reports" area from this customised report?

12.[ ] Printable Reports - Do you know how to get an average, max, min or sum of a column in a printable report?

13.[ ] Which Columns - Can you select which columns are sent to print?

14.[ ] Charts - Do you know how to create a chart from any report?

15.[ ] Schedule - Do you know how to Schedule a report to automatically email on a set date or dates?

16.[ ] Report Writer - Do you know how to use the SQL writer to customise templates?

17.[ ] View Toolbars - Have you turned on all of the tool bars for the Template design screen?

18.[ ] New Template - Can you create a new report?

19.[ ] Easy Copy - Where do you copy ready made SQL strings?

20.[ ] Easy Layout - How do you load an existing layout design over a new template?

21.[ ] New SQL Report - Can you use the SQL Helper to create a report?

22.[ ] Learn Report Builder - Can you find the Report Builder manual?