Riskonnect University Agenda:
ClearSight BI Reports Management: Creating Basic Reports

CREATE DOCUMENTS AND GETTING FAMILIAR WITH DESIGN MODE

  • Key Terms and Example Reports
  • Create and Run a Query
  • Overview of the Toolbars, Main Panel and Secondary (Properties) Panel

INSERT AND FORMAT REPORT ELEMENTS

  • Tables and Their Headers and Footers
  • Breaks, Sections and Element Positioning

FILTER, SORT, DATA TRACKING AND CONDITIONAL FORMATTING

  • Quick Filters and Input Controls
  • Sorting, Data Tracking, and Conditional Formatting
  • Drill and Linking Overviews

PAGE SETUP

  • Page Size and Orientation
  • Margins and Page Scale
  • Report Headers and Footers
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Program Learning Objectives
Upon completing this course you will be able to:

  • Create documents and navigate in Design Mode.
  • Insert and format a variety of report elements.
  • Filter and sort your report data.
  • Use Data Tracking.
  • Create and use Conditional Formatting Rules.
  • Adjust Page Setup options on your reports.

Program Description
This course covers the basic capabilities of creating reports in the BI Reports Management App. This class is ideal for members of your reporting and analytics team who are just getting familiar with creating reports, including, key terms and working in Design Mode, selecting a universe to use, selecting objects to be added to the report and setting up queries. Also covered in this course, how to add report elements and layouts, filter your data, format reports and page setup.

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