Learning Outcomes

Upon completion of this course, you will be able to:

• Use Table Report Builder to create Table Reports
• Use Detailed Reporting to build and customize queries
• Create pivots using Pivot Query Designer
• Create and format reports using Page Designer
• Run, share, and distribute reports to report consumers

Course Content

• Report Center: Utilize Report Center to manage reports
• Table Reports: Create Table Reports; Manage and share Table Reports
• Canvas Reports:
  • Build a query with Detailed Reporting
  • Add calculated columns to calculate results or concatenate fields in a query
  • Add static and runtime filters to a query
  • Define the scope of the people or records returned in a query
  • Join data from different modules into a single query
  • Complete a query by sorting data, hiding duplicate rows, and saving queries
  • Use Pivot Query Designer to create an aggregate result
  • Insert text and images into a canvas report page
  • Add and format a list report, pivot table, and chart on a canvas report page
  • Run and interact with a report
  • Share reports
  • Use Report Distributor and Report Scheduler to schedule reports for email distribution or run reports offline

Audience

• Business Process Owner / Team Lead / Power User
• Reporting Administrators
• Report Creators / Designers