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Exploring Planet Reporting | 1 March 2018

The Planet Reporting Course explores ways to produce meaningful reports and dashboards for operational purposes, starting with creating useful table views and filters, then moving on to advanced filters, the Report Wizard, creating reports across linked tables, scheduling automatic reports, exploring different ways to distribute reports and using Vision Reporting. All prices shown are subject to VAT.

Cost: £295

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Aims

By the end of the course delegates will have explored the full range of Planet reporting options and understand the strengths of each reporting technique.

Content

  • Understanding Tables
  • Displaying Fields
  • Saving Views
  • Simple Filters
  • Saving Filters
  • Multiple Criteria and Multiple Filters
  • Using Excel
  • Managing Filters
  • What is Planet Reporting
  • Reporting on Processes
  • Running Reports
  • Incorporating Filters
  • Saving Filtered Reports
  • Scheduling Reports
  • Introduction to report Wizard
  • Saving a Report
  • Preparing Tables
  • Reporting on Linked Tables
  • Specifying Output
  • Introduction to Report Builder
  • Using Report Builder (to make a simple change to a report)
  • What is Vision
  • Running and Filtering Charts
  • The Vision Screen
  • Setting a Start Up Report
  • Exporting to Word and Excel

 

Delegate Profile

This course is designed for a maximum of 6 delegates who wish to explore ways to:

  • Make data enquiries in Planet
  • Produce management data
  • Produce reports to manage Contractors
  • Report to stakeholders

Price

**Price £295 Per Person**

Book a place

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