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Workbooks Reporting Training Course

The Workbooks Reporting Training Course is a two–day course that will introduce you to the basics of building Reports and Dashboards so you can share accurate information with your colleagues and stakeholders.

This instructor–led, classroom–based course is delivered onsite at the Workbooks office in Reading.

Upcoming Course Dates: 

  • Thursday 27 & Friday 28 June 2024
  • Thursday 25 & Friday 26 July 2024

To book a place on one of our courses please contact your account manager or email

Who should attend?

Users who are responsible with building reports within their role.

Users who are responsible for building dashboards within their role.

Users who require an overall understanding of the Workbooks platform.

On completion you will be able to:

Select the best method for creating your new Reports and identify which record type you should start with.

Create multiple views of data, presented in the way that best suits the audience for that Report.

Use commonly used reporting functions.

Share data with the appropriate users.

Enhance the configuration of your database using Reports and / or Dashboards.

Frequently Asked Questions

Do I need any special knowledge to take part?

No, you don’t need to be particularly technical to understand Workbooks reporting but a good grasp of basic mathematics is helpful.  Delegates who are already familiar with Excel and using formulae tell us that they find Workbooks reporting very straightforward.  Whilst the training is carried out in a trial database it’s also useful if delegates have an idea of the sorts of reporting they’ll be doing in their live environment.

How much does the training course cost?

£1,050 per attendee.

What do I need to bring to the training course?

When attending the course you will need to bring your laptop. However, a training manual, a notebook and a pen as well as lunch will be provided.