16.05C Report Builder 2: Building Custom Reports

Marketing / Sales

Summary

In this class, we build on the foundation learned in the ‘Query 1’ class and will begin to execute projects to build simple reports in the Query (Report Builder) tool. Navigating the tool and learning how the features can be used to connect and customize the data will be covered. Example reports are shown to build skills with this technical tool that, when properly used, can be used to customize many reports, and take control of one of your most valuable assets — data. The concepts covered in this class include all aspects of Report Builder that are necessary to build most simple reports and some intermediate-level reports. Advanced query skills are not covered in this course. Please reach out to ai@cuanswers.com if interested in advanced query resources and training.

Audience

This class is designed for line supervisors, marketers, and compliance personnel.