Difference between revisions of "14 Reports"
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| − | <menu | + | <menu name="myMenu" align="center"> |
| − | + | 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]] | ||
</menu> | </menu> | ||
| Line 19: | Line 41: | ||
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.[ ] 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? | |
<br> | <br> | ||
Latest revision as of 18:49, 9 January 2015
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?
