Difference between revisions of "14 Reports"
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2. [ ] Report Selector - Do you know what the Report Selector is and how to access it? | 2. [ ] Report Selector - Do you know what the Report Selector is and how to access it? | ||
| − | 3. [ ] | + | 3. [ ] Update Batch - Where do you run this function from? |
| − | 4. [ ] | + | 4. [ ] BOM Update - Do you fully understand the BOM update options when running a Batch Update? |
| − | 5. [ ] | + | 5. [ ] Batch Reports - Where can you see when the last Batch Update was run? |
| − | 6. [ ] | + | 6. [ ] Radio Buttons - Do you Understand what the labelled radio buttons on the left hand side of the Report Selector are for? |
| − | 7. [ ] | + | 7. [ ] Date Ranges - Do you understand what the date ranges are for on the main Report Selector? |
| − | 8. [ ] | + | 8. [ ] Default Date Range - Do you understand where to set the default date range? |
| − | 9. [ ] | + | 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. | + | 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? | 11.[ ] My Reports - Do you know how to create a report in the "My Reports" area from this customised report? | ||
| − | 12.[ ] | + | 12.[ ] Printable Reports - Do you know how to get an average, max, min or sum of a column in a printable report? |
| − | 13.[ ] | + | 13.[ ] Which Columns - Can you select which columns are sent to print? |
| − | 14.[ ] | + | 14.[ ] Charts - Do you know how to create a chart from any report? |
| − | 15.[ ] | + | 15.[ ] Schedule - Do you know how to Schedule a report to automatically email on a set date or dates? |
| − | 16.[ ] | + | 16.[ ] Report Writer - Do you know how to use the SQL writer to customise templates? |
| − | 17.[ ] | + | 17.[ ] View Toolbars - Have you turned on all of the tool bars for the Template design screen? |
| − | 18.[ ] | + | 18.[ ] New Template - Can you create a new report? |
| − | 19.[ ] | + | 19.[ ] Easy Copy - Where do you copy ready made SQL strings? |
| − | 20.[ ] | + | 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? | ||
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Revision as of 12:35, 9 December 2014
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?
