Difference between revisions of "14 Reports"

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Revision as of 11:38, 9 September 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?

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