An often overlooked, but absolutely essential part of getting the most out of InterAction is the Reporting tool. Our focus is often on what we are putting in the database, but what are you getting out of it? It’s one thing to look at data on the computer screen, but is your firm making data available through thoughtful, beneficial formats…formats that support business development and relationship maintenance? Though there are many out-of-the-box reports in InterAction, almost every firm wants the ability to create its own. This live, hands-on Reporting Workshop introduces you to the possibilities of reporting in InterAction. Learning to build reports is an opportunity to be creative as well as support your firm and your users in getting the most out of your data. This workshop will provide users with relevant business scenarios and best practices that will help you define, refine and master the reporting skill set, while encouraging a cross-firm dialogue as to how others in your industry use the reporting tool in InterAction to its fullest.
Course Outline:
Overview of InterAction Reporting
- Reporting Roles
- Types of Reports
- Demo of PowerBI Reporting
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/Summary 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.
*See a sample of our Virtual Training experience here!
Private Training Available:
- Tailor a custom training session for up to 12 members of your firm.
- Private sessions are scheduled around your convenience with our InterAction trainers.
- Contact LNTraining@lexisnexis.com for more details.
Save $$ by bundling! Purchase two or more Core InterAction courses and receive the following discounts at checkout:
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Number of eligible courses
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Discount percentage
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|
2
|
10%
|
|
3
|
16.7%
|
|
4
|
18.75%
|
|
5
|
20%
|
|
6
|
25%
|
|
7
|
30%
|
|
8+
|
30% off cart total
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InterAction - Frequently Asked Questions
After Class Resources & Periodic IA Training Communications: as part of your training purchase, participants will receive a subscription to our InterAction Training Quarterly Newsletter: The latest news from IA Training!