Self Study - Report Design Essentials I

Self Study - Report Design Essentials I

This self-study format allows you to progress at your own pace through a series of modules to build report templates using the BI360 Report Designer.

About this course

This series of hands-on modules allows you to practice your report template building skills.  The target audience is customers and partners who are new to designing report templates with the BI360 Report Designer.  This course is applicable to BI360 version 4 and version 5, and can be completed in your own environment, or you can request access to a remote training environment (v4) that will be unique to you, with access for 30 days. 

Lessons include:

  • Getting Started
  • Creating a New Template in BI360 Cloud/version 5.0
  • Module 1 - Build a Trial Balance report template
  • Module 2 - Full-year trend Trial Balance 
  • Module 3 - Trial Balance with variance
  • Module 4 - Detailed Profit & Loss with variance
  • Module 5 - Departmental Profit & Loss
  • Module 6 - Department & Summary Profit & Loss
  • Module 7 - Side-by-side Profit & Loss
  • Module 8 - Full-year Actual and Budget trend Profit & Loss 
  • Module 9 - Troubleshoot report templates
  • Module 10 - Intersecting Period Functions

Posted 3/18, Revised 10/18

  

 

Curriculum~ 6 hours

  • Getting Started
  • Training Demo Data Overview
  • Hands-on Practice
  • Overview
  • Demo - Build a Trial Balance
  • Module 1 - Build a Trial Balance
  • Module 2 - Full-year Trend Trial Balance
  • Module 3 - Trial Balance with Variance
  • Module 4 - Detailed Profit & Loss with Variance
  • Module 5 - Departmental Profit & Loss
  • Module 6 - Department & Summary Profit & Loss
  • Module 7 - Side-by-side Departmental Profit & Loss
  • Module 8 - Full-year Actual & Budget Trend Profit & Loss
  • Module 9 - Troubleshooting Report Templates
  • Module 10 - Intersecting Period Functions

About this course

This series of hands-on modules allows you to practice your report template building skills.  The target audience is customers and partners who are new to designing report templates with the BI360 Report Designer.  This course is applicable to BI360 version 4 and version 5, and can be completed in your own environment, or you can request access to a remote training environment (v4) that will be unique to you, with access for 30 days. 

Lessons include:

  • Getting Started
  • Creating a New Template in BI360 Cloud/version 5.0
  • Module 1 - Build a Trial Balance report template
  • Module 2 - Full-year trend Trial Balance 
  • Module 3 - Trial Balance with variance
  • Module 4 - Detailed Profit & Loss with variance
  • Module 5 - Departmental Profit & Loss
  • Module 6 - Department & Summary Profit & Loss
  • Module 7 - Side-by-side Profit & Loss
  • Module 8 - Full-year Actual and Budget trend Profit & Loss 
  • Module 9 - Troubleshoot report templates
  • Module 10 - Intersecting Period Functions

Posted 3/18, Revised 10/18

  

 

Curriculum~ 6 hours

  • Getting Started
  • Training Demo Data Overview
  • Hands-on Practice
  • Overview
  • Demo - Build a Trial Balance
  • Module 1 - Build a Trial Balance
  • Module 2 - Full-year Trend Trial Balance
  • Module 3 - Trial Balance with Variance
  • Module 4 - Detailed Profit & Loss with Variance
  • Module 5 - Departmental Profit & Loss
  • Module 6 - Department & Summary Profit & Loss
  • Module 7 - Side-by-side Departmental Profit & Loss
  • Module 8 - Full-year Actual & Budget Trend Profit & Loss
  • Module 9 - Troubleshooting Report Templates
  • Module 10 - Intersecting Period Functions