Riskonnect University Agenda:
Platform Reports and Dashboards

9:00     Running Reports
Folders; Locating and Running Reports; Drilling Down

10:00     Report Manager
Exporting; Distributing; Scheduling; Monitoring Your Schedules

10:30     Break

10:45     Creating Reports
Choosing a Report Type; Report Builder User Interface; Standard and Basic Filtering

12:00     Lunch

1:00      Summary Reports
Report Formats; Grouping Records; Summarizing Data; When to Switch to a Matrix

1:45     Filter Deep Dive
Row Limits; Filter Logic

2:15     Special Fields
Bucket Fields; Formula Fields

2:45     Break

3:00     Dashboards
Charts and Graphs; Methodology; Data Security Considerations

4:45      Wrap-Up

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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: One Day
Cost: $1,000
Price includes up to 3 attendees. Please contact us for volume discounts.