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WebIntelligence Basic Reporting

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Visit GogoTraining and Buy WebIntelligence Basic Reporting Self-paced Training Course Today!Training Description

Dashcourses has partnered with GogoTraining to bring you this Self-paced Course.

This WebIntelligence™ Basic Reporting self-paced technical training class is a combination of instructor-led lecture, discussions, and demonstrations with a heavy emphasis on hands-on workshops to teach WebIntelligence™. Topics include; creating new documents, formatting reports, applying reporting functions, and creating alerters.

Training Objectives

Upon completion of this course, the participant will be able to:

  • Build queries
  • Work with filters
  • Utilize the speedmenu
  • Format reports
  • Apply a variety of reporting functions
  • Apply calculations
  • Create alerters in reporting.

Prerequisites

  • Basic Windows Skills

Audience

This course is designed for WebIntelligence™ users who create their own documents and/or anyone using Desktop Intelligence™ reporting.

Modular Outline

Module 00: Course Introduction

Module 01: WebIntelligence Overview

  • WebIntelligence™ As a Tool
  • What Is WebIntelligence™?
  • WebIntelligence™/Full Client Differences
  • What Is a Universe?
  • WebIntelligence™ Users
  • Getting Started With WebIntelligence™
  • What Are Objects?
  • Introduction to Blocks

Module 02: Using the InfoView Portal

  • Logging In
  • Viewing/Copying Folders
  • Copying Document and Hyperlinks
  • Customizing My InfoView™

Module 03: Query Panel

  • What Is a Query?
  • Adding Objects

Module 04: Query Filters

  • Adding Filters
  • Using Query View
  • Using Report View
  • Saving Documents To Favorites
  • Saving Documents To Local File Formats

Module 05: Query Panel and Query Filters Lab Demo

Module 06: Using the Speedmenu

  • Inserting, Duplicating, Deleting, Renaming Reports
  • Inserting / Removing / Moving Columns
  • Adding New Columns and Rows

Module 07: Formatting the Report

  • Sizing Rows and Columns
  • Fonts, Colors, Etc
  • Justification

Module 08: Speedmenu and Formatting Lab Demo

Module 09: Reporting Functions

  • Ranking
  • Breaking
  • Sorting
  • Filtering
  • Calculations

Module 10: Applying Reporting Functions Lab Demo

Module 11: Creating Alerters

  • What are Alerters
  • Creating Alerters
  • Creating Sub-Alerters
  • Applying Alerters to Reports
  • Active Data Tracking

Module 12: Applying Alerters Lab Demo

Module 13: Course Summary