Platform Reports and Dashboards
PLATFORM REPORTS and DASHBOARDS AGENDA
9:00 Running Reports
Folders; Locating and Running Reports; Drilling Down
10:00 Report Manager
Exporting; Distributing; Scheduling; Monitoring Your Schedules
10:45 Creating Reports
Choosing a Report Type; Report Builder User Interface; Standard and Basic Filtering
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
Charts and Graphs; Methodology; Data Security Considerations
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
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
Course Length: One Day
Price includes up to 3 attendees. Please contact us for volume discounts.
For more information regarding administrative policies such as complaint and refund, please contact our offices at 770-790-4700.
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 website: www.nasbaregistry.org.