Marketing / Sales
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.
This class is designed for line supervisors, marketers, and compliance personnel.
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.
- 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