Sign up at your convenience by contacting your Riskonnect representative.
Or, if you have any questions, contact Robert Garrett.

Riskonnect University Agenda
ClearSight Reporting Basics

Reporting Basics

  • Reporting overview
  • Create Standard Reports
  • Create Adhoc Reports

Distributions, Alerts and the My Reports Widget

  • Distributing Reports
  • Distribution Alerts
  • Detail Level Alerts
  • Dashboards “My Reports” Widget
Email Us to REGISTER

Program Learning Objectives
Upon completing this course, you will be able to:

  • Create and run standard reports
  • Create and run adhoc reports
  • Create and run report distributions
  • Set distribution and detail level alerts
  • Create a Dashboard “My Reports” Widget

Program Description
In this 3-hour session, you will learn the basics of using report templates, creating custom reports, and other reporting features, including distributions, burst reports and ad-hoc reports. It is ideal for members of your reporting and analytics team that are responsible for building and sharing reports.

Program Level: Basic
Program Prerequisites: Must be a ClearSight client
Advanced Preparation: None
Course Format: Group Live
CPE Credit: 2.5
Field of Study: Information Technology

Location: Online
Course Length: 3 hour session
For more information regarding administrative policies such as complaint and refund, please contact our offices at 770-790-4400.

Riskonnect is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org