The InterAction Reports Workshop introduces firms to the possibilities of visualizing data through reporting tools in InterAction. Courses are customizable, and can be focused on ‘out of the box’ reports, creating and designing new CORE InterAction reports, or using Microsoft® Power BI® reports with your InterAction data.
Note: After purchasing this course, an InterAction Trainer will reach out within one business day to scope and schedule your Reporting Workshop at mutually convenient times. Courses can be scheduled up to 4 hours in length and accommodate up to 12 participants.
Your custom workshop will provide users with relevant business scenarios and best practices that will help you define, refine and master your InterAction reporting skill set, while encouraging dialogue as to how you can use InterAction reporting tools to their fullest.
Common InterAction Reports Courses:
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CORE InterAction Reports
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Microsoft® Power BI® with InterAction
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Overview of InterAction
Reporting
- Reporting
Roles
- Types of
Reports
- Demo of
Power BI Reporting
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Configuring Power BI with
InterAction
- What is
Power BI?
- Setting Up
Power BI Desktop and the InterAction Data Model
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Maintaining List Reports
- Creating
an Excel Report
- Editing
List Reports
- Designing
a New List Report
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Standard Preconfigured Power
BI Reports
- InterAction
Standard Power BI Reports
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Maintaining Overview Reports
- Personalizing
Overview Reports
- Editing
Overview Reports
- Designing
a New Overview Report
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Creating a Power BI Report
- Creating
Power BI Reports with InterAction Data
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Prerequisites:
InterAction Windows Client courses.
Audience:
Database administrators and marketing users.
Training Quarterly Newsletter:
As part of your training purchase, participants will receive a subscription to our InterAction Training Quarterly Newsletter: The latest news from IA Training!