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Or, if you have any questions, contact Robert Garrett.

Riskonnect University Agenda:
Analytics: Platform Reports

Report Basics

RUNNING REPORTS

  • Report and Dashboard Folders
  • Locating and Running Reports
  • Drilling Down

REPORT MANAGER

  • Exporting
  • Distributing
  • Scheduling
  • Monitoring Your Schedules

CREATING REPORTS

  • Choosing a Report Type
  • Report Builder User Interface
  • Standard and Basic Filtering

SUMMARY REPORTS

  • Report Formats
  • Grouping Records
  • Summarizing Data

Intermediate Reports & Dashboards
FILTER DEEP-DIVE

  • Row Limits
  • Filter Logic

SPECIAL FIELDS

  • Bucket Fields
  • Formula Fields

DASHBOARDS

  • Charts and Graphs
  • Methodology
  • Data Security Considerations
  • Dashboard Filter

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

  • Run reports from the standard Riskonnect library
  • Create reports from scratch
  • Use Riskonnect’s four report formats
  • Understand advanced reporting features
  • Create dashboards

Program Description
Reports and dashboards tell the story of your organization. In this one-day, hands-on session, you will unlock the power of the Riskonnect platform reports and dashboards. It is ideal for members of your analytics team that are responsible for building and sharing reports.


Program Level: Basic
Program Prerequisites: Must be a Riskonnect client
Advanced Preparation: None
Course Format: Group Live
CPE Credit: 7
Field of Study: Information Technology


Location: Online
Course Length: Eight Hours
Cost: $1,000
Price includes up to 3 attendees. Please contact us for volume discounts.