Report Writer and Toolkit Courses (Three two-day courses).

From June 2008 onwards, the Report Writer Course cycle will be a three-day course covering the material previously covered in the Introduction and Advanced Courses, followed a couple of weeks later by the Report Writer: Toolkit Course (which remains unchanged). Attendees on the Toolkit course will still have to have gained accreditation from the Introduction & Advanced Course.

The first part of this Course covers basic report writing, using the Sybase InfoMaker Report Writer software. Attendees must have a good working knowledge of ProspectSoft CRM, the data it holds and what it does. The second part covers Advanced report writing and culminates with an Accreditation test.

Day 1 - Basic Report Writing

This is an introduction to InfoMaker and simple report writing techniques to produce simple list reports. This day will concentrate on how to extract data from the database in list formats without too much attention being paid to the reports’ appearance.

Day 2 - Intermediate Report Writing

Attendees must have completed Basic Report Writing Day 1.

This day starts with more report writer techniques, including alternate layouts such as Graphical, Tabular, Group and Grid outputs, and Computed fields.

Days 2 & 3 - Advanced Report Writing

The second day continues into Advanced report writing, covering techniques including Nested Reports, Sub-Queries, Computed Fields and Queries in Computed Fields.

This course finishes with a Pass/Fail Accreditation – this Accreditation is necessary for trainees to attend the Report Writer: Toolkit course.

Introduction & Advanced Report Writer Pre-Requisites:

 • A working knowledge of ProspectSoft CRM, what it does and the data it    contains.

 • Preferably, experience of using another report writer (Crystal, Access    etc.).

 • An understanding of general database structures and how relational    databases work.

 • An appreciation of Boolean Logic (TRUE, FALSE outcomes for AND/OR    statements).

Days 1 & 2 - Toolkit

Attendees learn to use InfoMaker to customise the ProspectSoft CRM database.

Topics covered include:
   • Using Forms to collect Retrieval Arguments
   • ODBC Accounts Integration
   • Data Pipelines
   • Real Time Data Tunnel
   • User Defined Tabs
   • This course finishes with a Pass/Fail Accreditation

Toolkit Pre-Requisites

 • A working knowledge of ProspectSoft CRM, what it does and the data it    contains

 • Preferably, experience of using another report writer (Crystal, Access    etc.)

 • An understanding of general database structures and how relational    databases are designed

 • An appreciation of Boolean Logic (TRUE, FALSE outcomes for AND/OR    statements)

 • Already passed the Advanced Report Writer Accreditation

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