Intermediate Reporting 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 for existing users of Donor Strategy reports, and progresses into a more intermediate knowledge area.
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
At the end of the course, delegates will understand:
- Creating a Filter using the Filter Wizard
- Creating Prompts for Filters
- Creating Expressions in Listing Reports
- Creating Joins in Reports
- Using Intelligent Paragraphs in Letters
- Using Recurring Paragraphs in Letters
Delegates will be able to:
- Create bespoke Filters
- Create bespoke fields in Listing Reports
- Add special formatting into Letter Reports
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
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.