16.05W 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:

n        Reviewed generating custom reports and inquiries using Report Builder and CU*BASE data.

n        Discussed class samples and designed a custom report based on class input. 

n        Created their own custom report or inquiry.

Topics

n        Designing Custom Reports and Inquiries

n        Joining Multiple Files

n        Selecting Records

n        Summary and Calculation Options

n        Formatting and Layout Options

  •  Creating data files using Query
  • The role of Report Builder in file downloads

Course Offerings Schedule

Future times and dates are to be determined.