Reporting, mailing and electronic communications one day course
Summary
This course provides delegates with a chance to master the reporting and filtering tools. It is an opportunity to create new reports, filters, prompts and discuss related features.
The morning is dedicated to understanding the tools and the afternoon puts this understanding to use.
Who should attend?
This course is intended for existing IRIS Donor Strategy users who are familiar with running reports and wish to gain a clear understanding of all aspects of reporting.
Course location
This course is normally run at our training facilities in London. In certain circumstances it can be run at our Head Office or at your offices.
Course outline
Morning session
An overview of filtering
Filters with prompts
Combining filters (and/ or/ not)
Designing custom filters
Afternoon session
Listing reports one: joining tables
Listing reports two: inserting expressions
Letter reports one: intelligent paragraphs
Letter reports two: recurring paragraphs
Questions and answers
Course timings
09:30 10:00 Arrival and setup
10:00 12:30 Morning session
12:30 13:30 Lunch and discussion
13:30 15:30 Afternoon session
15:30 16:00 Questions and close
Note: There are regular breaks throughout the day.
Delegate requirements
You may use your own machine if you have a portable computer that you wish to use for this course, otherwise machines will be provided. Please let us know if you intend to bring your own machine.
Lunch is provided; please let us know as soon as possible if you have any special dietary requirements.
Please note that once a course has been booked, we require at least one week's notice for cancellations. Bookings are subject to terms and conditions.
Please click here for pricing and availability.
To book to attend this training course, please email account.management@iris.co.uk or telephone 0845 226 2671.