Class Outlines

Reporting

 

The purpose of this class is to help participants find and view data in the robust SolArc RightAngle reporting architecture. Participants learn how to customize the layout and content of reports, define and save customized report views and then re-use those custom report views.

The following topics are covered in this class:

 

• Overview of How to Customize Reports
• Desktops, Accessing and Moving Reports
• Navigating Among Reports
• Smart Search
• Expression Builder
• Right-Click Reporting Menus
• Search Criteria
• Column Controls (format, add/change, hiding)
• Data Organization (filter, sort, aggregate, nesting)
• Nesting Reports
• Pivoting Data (Pivot Wizard)
• Formatting Reports (zoom, fonts, dimensions, colors, etc.)
• Titles and Headers
• Working with Report Views (save, export, import)
• Scheduling Reports (filing, archiving)
• Managing Report Folders
• Report Security
• Overview of Building Custom Reports