16.05C Report Builder 2: Building Custom Reports

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:

  •         Reviewed generating custom reports and inquiries using Report Builder and CU*BASE data.
  •         Discussed class samples and designed a custom report based on class input. 
  •         Created their own custom report or inquiry.

Topics

  •         Designing Custom Reports and Inquiries
  •         Joining Multiple Files
  •         Selecting Records
  •         Summary and Calculation Options
  •         Formatting and Layout Options
  •      Creating data files using Query
  •      The role of Report Builder in file downloads

Course Offerings Schedule

Report Builder 2: Building Custom Reports