Difference between revisions of "14 Reports"
From TrueERP wiki
Simon Clive (Talk | contribs) |
Simon Clive (Talk | contribs) |
||
| Line 27: | Line 27: | ||
</menu> | </menu> | ||
| − | == Overview | + | == 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. [ ] SQL Writer | ||
| + | Do you know what the SQL writer is and how to access it? | ||
| + | |||
| + | 4. [ ] Radio Buttons | ||
| + | Do you Understand what the labelled radio buttons on the left hand side of the Report Selector are for? | ||
| + | |||
| + | 5. [ ] Date Ranges | ||
| + | Do you understand what the date ranges are for on the main Report Selector? | ||
| + | |||
| + | 6. [ ] Default Date Range | ||
| + | Do you understand where to set the default date range? | ||
| + | |||
| + | 7. [ ] F5, F6 and F7 | ||
| + | Do you know how to use the F5,F6,F7 searching features? Also how to use the search box on the | ||
| + | main screen. | ||
| + | |||
| + | 8. [ ] Drillable Reports | ||
| + | Can you drill into the transactions on these types of reports and lists? | ||
| + | |||
| + | 9. [ ] Printable Reports | ||
| + | Do you know how to get an average, max, min or sum of a column in a printable report? | ||
| + | |||
| + | 10.[ ] Customisation | ||
| + | Can you customise the appearance of drillable/printable reports generated from the lists. | ||
| + | Sales Order List, Invoice List, Purchase Orders List, etc? | ||
| + | |||
| + | 11.[ ] My Reports | ||
| + | Do you know how to create a report in the "My Reports" area from this customised report? | ||
| + | |||
| + | 12.[ ] Average, Max etc | ||
| + | Can you adust the total from "Sum" to "Average"? | ||
| + | |||
| + | 13.[ ] Learn Report Builder | ||
| + | Can you find the Report builder manual? | ||
| + | |||
| + | 14.[ ] Batches | ||
| + | Why do we recommend that you have this function turned on? | ||
| + | |||
| + | 15.[ ] Update Batch | ||
| + | Where do run this function from? | ||
| + | |||
| + | 16.[ ] Speed v Functionality | ||
| + | Why do you lose speed when you gain functionality? | ||
| + | |||
| + | 17.[ ] Charts | ||
| + | Do you know how to create a chart from any report? | ||
| + | |||
| + | 18.[ ] SQL Writer | ||
| + | Do you know how to use the SQL writer to create custom templates? | ||
| + | |||
| + | 19.[ ] Easy Copy | ||
| + | Where do you copy ready made SQL strings? | ||
| + | |||
| + | 20.[ ] New SQL Report | ||
| + | Can you use the SQL wizard to create a report? | ||
| + | |||
| + | 21.[ ] View Toolbars | ||
| + | Have you turned on all of the tool bars for the SQL design screen? | ||
| + | |||
| + | Notes: | ||
| + | Are there any aspects in this area that more training would be useful? | ||
| + | |||
| + | _____________________________________________ | ||
| + | _____________________________________________ | ||
| + | _____________________________________________ | ||
| + | _____________________________________________ | ||
| + | _____________________________________________ | ||
| + | _____________________________________________ | ||
| + | _____________________________________________ | ||
Revision as of 10:59, 29 June 2011
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. [ ] SQL Writer Do you know what the SQL writer is and how to access it?
4. [ ] Radio Buttons Do you Understand what the labelled radio buttons on the left hand side of the Report Selector are for?
5. [ ] Date Ranges Do you understand what the date ranges are for on the main Report Selector?
6. [ ] Default Date Range Do you understand where to set the default date range?
7. [ ] F5, F6 and F7 Do you know how to use the F5,F6,F7 searching features? Also how to use the search box on the main screen.
8. [ ] Drillable Reports Can you drill into the transactions on these types of reports and lists?
9. [ ] Printable Reports Do you know how to get an average, max, min or sum of a column in a printable report?
10.[ ] Customisation Can you customise the appearance of drillable/printable reports generated from the lists. Sales Order List, Invoice List, Purchase Orders List, etc?
11.[ ] My Reports Do you know how to create a report in the "My Reports" area from this customised report?
12.[ ] Average, Max etc Can you adust the total from "Sum" to "Average"?
13.[ ] Learn Report Builder Can you find the Report builder manual?
14.[ ] Batches Why do we recommend that you have this function turned on?
15.[ ] Update Batch Where do run this function from?
16.[ ] Speed v Functionality Why do you lose speed when you gain functionality?
17.[ ] Charts Do you know how to create a chart from any report?
18.[ ] SQL Writer Do you know how to use the SQL writer to create custom templates?
19.[ ] Easy Copy Where do you copy ready made SQL strings?
20.[ ] New SQL Report Can you use the SQL wizard to create a report?
21.[ ] View Toolbars Have you turned on all of the tool bars for the SQL design screen?
Notes: Are there any aspects in this area that more training would be useful?
_____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________
