InterAction Reporting Workshop (08/23/2013-08/23/2013)

Seats Available: 12

  • Class: InterAction Reporting Workshop (08/23/2013-08/23/2013)
  • Date: 08/23/2013-08/23/2013
  • Time: 9:00am CST- 4:30pm CST
  • Class Type: Classroom
  • Registration End: 08/16/2013
  • Rating:Rating

Description

Goal: 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.

Course Objectives
· Understand the InterAction reporting functionality
· Understand how to edit existing reports
· Understand how to create new reports

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

Audience
· InterAction administrators and marketing users

Course Outline
· Welcome and Introductions

· Overview of InterAction Reporting
          o Features in InterAction Reporting
          o Demo in each client

· Edit a Report about Who We Know at a Prospect 
          o Understand Summary/List Reports
          o Include Relationship Information
          o Use the Report Designer to add new fields and properties

· Create a new report to track holiday card sponsorship
          o Include sponsorship information
          o Select current list vs. selected list
          o Use the Report Designer for grouping and sorting
          o Hands-on exercise

· Tracking Referral Activity 
          o Understand Overview Reports
          o Understand the 'sections' of a report
          o Edit a section
          o Use Draft mode
· Create a Report to Include Profile Information
          o Create a new report to include a Personnel profile section 
          o Include an image in the Page Header layout
          o Add columns to your report 

Independent Workshop 
          o Create a list/summary report about key clients
          o Create an overview report to focus on your top clients

Comments

  • Rating  Very good Instructions. Covered everything I needed and more.
Price: $700.00 Add To Cart{"prodid": "9142","type":"class","course":"522"}

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.

Class Location

  • LexisNexis-Chicago
    Chicago, Illinois, United States Of America

Prerequisites