WORKBOOKS REPORTING TRAINING

Workbooks includes rich reporting functionality to help you keep track of what’s going on in your business.  We’d love you to attend one of our face-to-face courses to learn more about what you can do with reports and how to build them.  If you’d like some online guidance or prefer self-learning, we’ve put together a number of tutorials to help you master the art of report building.  The videos are:

  • Planning your Report
  • What does a Report consist of?
  • Creating a new Report
  • List Reports
  • Summary Reports
  • Joining Records
  • Conditional Formatting
  • Introducing Targets
  • Sharing Reports
  • Commonly Used Formulae
  • Charts
  • Dashboards

Click on the links below to find out more about what each video covers.

If you have more formal training requirements or suggestions for other video topics, please contact training@workbooks.com.  Remember too, there’s a wealth of information about reporting on our Knowledge Base and on our Customer Forum.