Difference between revisions of "14 Reports"

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Revision as of 12:41, 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?