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

Filter conditions

Combining filters

User-defined filters

Afternoon session

Listing reports

The letter writer: the formula button and intelligent paragraphs

Letter reports and ‘mail merge

Label reports

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 charlotte.pike@iris.co.uk or telephone 0845 2 26 26 71.