4 Class(s) Available
InterAction Reporting Workshop
Short Description:
 
This live, hands-on 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.
 
Long Description:
 

InterAction - Frequently Asked Questions

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.  

AfterClass Training Resources: As part of your training purchase, participants will receive follow up communications from our trainers. These periodic emails will provide valuable and new best practice tips to keep InterAction skills sharp and efficient.

 

Course Outline:

·   Overview of InterAction Reporting
                     R
eporting 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/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.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 
Course NameProduct NameClass TypeDates Scheduled

InterAction®
Virtual Training
09/10/2019-09/11/2019
InterAction®
Virtual Training
10/08/2019-10/09/2019
InterAction®
Virtual Training
11/05/2019-11/06/2019
InterAction®
Virtual Training
12/03/2019-12/04/2019