LexisNexis

InterAction Reporting Workshop

This workshop provides a hands-on opportunity to learn the details of the new reporting functionality provided by InterAction. During the class, you will learn tips and tricks while creating several useful reports.

Audience

Prerequisites

Duration
One day

Cancellation Policy
You may reschedule or cancel without penalty up to 10 business days prior to the course. If cancellation or rescheduling occurs within 10 business days of the first day of class, payment will be processed for the full price of the course. You may re-schedule for a future course subject to availability.

Course Objectives

Course Outline

  • Welcome and Introductions
  • Overview of InterAction Reporting
    • Features in InterAction Reporting
    • Demo in each client
  • Edit a Report about Who We Know at a Prospect
    • Understand Summary/List Reports
    • Include Relationship Information
    • Use the Report Designer to add new fields and properties
  • Create a new report to track holiday card sponsorship
    • Include sponsorship information
    • Select current list vs. selected list
    • Use the Report Designer for grouping and sorting
    • Hands-on exercise
       
  • Tracking Referral Activity
    • Understand Overview Reports
    • Understand the 'sections' of a report
    • Edit a section
    • Use Draft mode
  • Create a Report to Include Profile Information
    • Create a new report to include a Personnel profile section
    • Include an image in the Page Header layout
    • Add columns to your report
  • Independent Workshop
    • Create a list/summary report about key clients
    • Create an overview report to focus on your top clients
Upcoming Course Dates
Date(s) Days Time Location Version Fee     Open
Seats		 Register
Mar 12, 2010 1 9:00 a.m. to 4:30 p.m. Oak Brook 5.6 $700 12   Customer Registration
  Partner Registration
Apr 16, 2010 1 9:00 a.m. to 4:30 p.m. Oak Brook 5.6 $700 12   Customer Registration
  Partner Registration
May 14, 2010 1 9:00 a.m. to 4:30 p.m. Oak Brook 5.6 $700 12   Customer Registration
  Partner Registration
Jun 11, 2010 1 9:00 a.m. to 4:30 p.m. Oak Brook 5.6 $700 12   Customer Registration
  Partner Registration