Basic Report Creator

Modified on Mon, 23 Feb at 5:05 PM

TABLE OF CONTENTS

Link to workbook
Engage Package
What is the purpose of this course?
Who is the course aimed at?
What is the recommended course length?
Are there any prerequisites?
Important

Link to workbook

Basic Report Creator

Engage Package

Engage School

What is the purpose of this course?

To introduce users to basic report writing in preparation advanced report writing where required.

Who is the course aimed at?

Users wishing to create their own reports.

What is the recommended course length?

½ Day (3 Hours)

Are there any prerequisites?

Pupil, Contact and Staff data.

Permission to run Reports.

Permission to Create Reports.

Important

Please be aware that the course is designed to equip you with the skills to manage this area of the system effectively. It is important that you allow sufficient time and resource to implement the setup after the training has taken place. In many cases this will need to be completed before progressing to another stage of the system.

Component/Screen	Purpose	It is essential that you bring the following information to the training session
Running Reports	Ensure users can run existing reports Export data	Pupil, Contact and Staff data
Creating Simple Lists	Select required fields for report Specify order of data Change font styles	Pupil, Contact and Staff data
Creating Simple Grouped Lists	Group and sort data Add headings Add summaries Utilise the basics of the ‘Design View’	Pupil, Contact and Staff data
Creating Grouped Lists	Apply Second Grouping Align to the grid Word wrap Apply Filtering	Pupil, Contact and Staff data