InterAction Reporting Workshop (02/15/2013-02/15/2013)

Seats Available: 10

  • Class: InterAction Reporting Workshop (02/15/2013-02/15/2013)
  • Date: 02/15/2013-02/15/2013
  • Time: 9:00am CST- 4:00pm CST
  • Class Type: Virtual Training
  • Registration End: 02/13/2013

Description

What are some common tasks you perform at your firm? You are preparing a presentation for a business development meeting and want to provide your partners with a list of top prospects the firm should target. Your firm is hosting an event and needs to send out the invitations. You’ll want to create a report that identifies the name of each client and their address. The reporting capabilities available in InterAction make these and countless other tasks quick and easy. This live, hands on, training session will provide users with scenarios to work through to refine and master the reporting functionality with InterAction.

Course Outline

·   Overview of InterAction Reporting
                     Reporting Roles
                     Types of Reports

·   Edit a List/Summary Report
                     Adding fields to a report
                     Using the InterAction report designer
                     Editing an existing report
                     Creating a concatenation formula

·    Create a List/Summart Report
                    Creating a new report
                    Designing a new report
                    Creating a Count formula

·    Edit an Overview Report
                    Copying a report
                    Editing report sections
                    Editing report layout
                    Use Draft mode

·    Create an Excel Report
                    Create a new report
                    Report Management  

·         Additional Support

·         Independent Workshop

Prerequisites
InterAction for Application Administrators course or
InterAction for Data Stewards and Marketing Users course

Audience
InterAction administrators and marketing users

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Price: $700.00 Add To Cart{"prodid": "7446","type":"class","course":"367"}

Class Information

    This workshop provides a hands-on opportunity to learn the details of the new reporting functionality provided by InterAction. During the class, you will learn tips and tricks while creating several useful reports.

Prerequisites