Creating Insightful Reports, Workshop at LITE 2016
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Creating Insightful Reports Gilles Bell Account Manager [email protected] 0131 460 7305 [email protected]
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Transcript of Creating Insightful Reports, Workshop at LITE 2016
Agenda
1. Why do reports?
2. Keys to successful reports in Administrate
3. Example Reports
4. Setting up Scheduled Reports in Administrate
Why Do Reports?
•Financial Forecasting/Overview•Events summary
Past & Future•Course Occupancy•Sales
Pipeline Report Closed deals Archived opportunities
Key to Successful Reports in ADM
•Who is the Report for?•What business question am I trying to answer?•What part of the system is it reporting on?•How would I like the data presented?•How do I want the data sorted?
Example Reports - Future Events Summary
• Who is it for? – Management, Administrative Staff• What business question am I answering? – Show me all
my future Events by month so I have a full overview of operations• What part of the system is it reporting on? – Events• How would I like the data presented? – No. Days, event
title, start date, start time, end time, no. delegates, public or private, instructor, location, active or draft• How would I like it sorted? – Sectioned by month, ordered
by start date
• Who is it for? – Sales • What business question am I answering? – To get
an overview of my pipeline by salesperson including event interests
• What part of the system is it reporting on? – Sales Opportunities
• How would I like the data presented? – Salesperson name, opportunity name, step, course code, task description, client name, account name, email, telephone
• How do I want it sorted? – Sectioned by salesperson, ordered by step and date
Example Reports – Sales Pipeline Report
• Who is it for? – Management, Accounts• What business question am I answering? – How
much revenue can we expect over the next X months, how much have we already got• What part of the system is it reporting on? – Events• How would I like the data presented? – Course code,
Start Date, Event Title, Forecasted Revenue, Actual Revenue• How do I want it sorted? - Sectioned by event in order
of start date with Totals.
Example Reports – Forecasting Revenue
• Create a Communication Template• Attach Report to Template
• Create a Communication Trigger• Who is it going to• How frequently
Sending Scheduled Reports
