Marketing / Sales
Summary
This class builds on the basics learned in Report Builder 1, and will cover all features that are commonly used with the CU*BASE database structure. The Report Builder gives you the power to take control of one of your most valuable assets — data — and get exactly the analysis you need from your CU*BASE data files.
Audience
This class is designed for line supervisors, marketers, and compliance personnel.
Objectives
By the completion of this course, students will have:
- Â Â Â Â Â Â Â Reviewed generating custom reports and inquiries using Report Builder and CU*BASE data.
- Â Â Â Â Â Â Â Discussed class samples and designed a custom report based on class input.Â
- Â Â Â Â Â Â Â Created their own custom report or inquiry.
Topics
- Â Â Â Â Â Â Â Designing Custom Reports and Inquiries
- Â Â Â Â Â Â Â Joining Multiple Files
- Â Â Â Â Â Â Â Selecting Records
- Â Â Â Â Â Â Â Summary and Calculation Options
- Â Â Â Â Â Â Â Formatting and Layout Options
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    Creating data files using Query
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    The role of Report Builder in file downloads
