There are fourt parts to the iCarol Statistics and Reporting webinar series:
Introduction To Reporting - Part 1
Advanced Reporting: Statistics – Analysis Area - Part 2
Advanced Reporting: Contact Record Data Exports - Part 3
Advanced Reporting: Contact Record Export Template Builder - Part 4
Introduction To Reporting - Part 1
During part one of this training participants will:
Receive a high level overview of Statistics and Data Exports in iCarol
Learn about the different reports and tools available in each area of Statistics
Review the data available in the Data Export tool
Begin to understand the relationships between the files included in the export
The duration of this training webinar is 40 minutes.
Advanced Reporting: Statistics – Analysis Area - Part 2
During part two of this training participants will:
Understand what data is included in each Chart Type in Analysis area
Learn how to use the Filters and Tools available in the Analysis area, including:
Call (Contact) Content Filters
Standard Filters
Total Distinct Calls
'Click here to see Contact Records that match these filters' link
Saved Chart Type
Drilling into charts
Exporting chart data to csv files
The duration of this training webinar is 43 minutes.
Advanced Reporting: Contact Record Data Exports - Part 3
During part three of this training participants will:
Learn about the data included in each of the Contact Record Data Export files and how the files relate to one another
Begin to understand how you can use tools in Excel, like Workbook Links and PivotTables, to get desired data points for reporting
Briefly discuss how this raw data can be imported into another application to create dashboards and other types of reports
The duration of this training webinar is 33 minutes.
Advanced Reporting: Contact Record Export Template Builder - Part 4
The Export Builder allows you to design your own Contact Record exports for use in your reports and data-sharing partnerships and projects. During this training participants will learn how to use the Export Builder, including:
Creating Bundles with one or more Layouts
Understanding Primary Content in Layouts
Adding and Mapping Fields in Layouts
Use cases to help streamline reporting
Exporting Bundles one-time manually, or automatically based on a schedule
Training Plan: Statistics, Exports and Reports The information in this training plan is meant to be reviewed by your organization, and used as guidance on what should be included in your individualized training materials created for your users when ...
During this training, participants will learn: what reports and charts are available on the Analysis tab in Statistics how to filter reports how to use the ranked bar chart how to use call content filters how to export data, and specifically, contact ...
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