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Essentials of Reporting and analytics
You can take the series that’s best for your role, or complete courses a la carte. Register for the training that best describes how you’ll use Advanced Reporting, or scroll down to see individual courses.
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End-User Edition
This series introduces end-users to Reporting and Analytics. It covers generating basic reports, including how to find, format, run, save, and export reports.
You’ll learn to run and schedule reports in four e-learning courses: Product Orientation, Running Reports, Scheduling Reports and setting up Dashboards.
- Duration: 1 Hour 30 Mins
- FREE
- Register for the End-User Series
- Launch individual Essentials of Reporting and Analytics e-learning courses
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Report Author Edition
Report authors can complete this track, which introduces the application and covers basic report author tasks, including how to create custom reports within the application.
Included are five self-paced e-learning courses: Product Orientation, Running Reports, Scheduling Reports, setting up Dashboards and Working with the Ad Hoc Editor.
- Duration: 2 Hours 30 Mins
- FREE
- Register for the Report Authors Series
- Launch individual Essentials of Reporting and Analytics e-learning courses
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Administrator Edition
Report administrators can prepare for their role with this series. It introduces Advanced Reporting and covers basic administrator tasks, including how to secure reporting objects and protective sensitive information.
This curriculum includes six e-learning courses including: Product Orientation, Running Reports, Scheduling Reports, setting up Dashboards, working with the AdHoc Editor and Security.
NOTE: Administrators who will also assume responsibility for creating custom domains (datasets) in Advanced Reporting should register for the Domain Creators Series.
- Duration: 2 Hours 45 Mins
- FREE
- Register for the Administrator Edition Series
- Launch individual Essentials of Reporting and Analytics e-learning courses
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Domain Creator Edition
Effective Domain Creators must understand all elements of Advanced Reporting. This series introduces the application and covers basic and advanced administrator tasks, including custom domain creation.
It includes seven self-paced e-learning courses including : Product Orientation, Running Reports, Scheduling Reports, setting up Dashboards, working with the AdHoc Editor. Security and Domain Creation Certification.
- Duration: 3 Hours 45 Mins
- FREE
- Register for the Domain Creator Edition Series
- Launch individual Essentials of Reporting and Analytics e-learning courses
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Below is a listing of the individual courses included in the Reporting and Analytics series. Click the Register link to launch specific topic training.
AR Product Orientation
Take control of your reporting needs and make better, faster decisions with SumTotal Reporting & Analytics. In this course, we provide quick overviews of key concepts and functionality to help you get the most out of the product.
- Duration: 30 Minutes
- FREE: Register
AR Running Reports
Reporting is the key component of any reporting solution. In this course, we review the fundamentals of reporting including: how to find and run reports, format reports, refine report data, and save and export reports.
- Duration: 20 Minutes
- FREE: Register
AR Scheduling Reports
Improve your efficiency. Automate the manual process of generating reports and sending them to users! Learn how to schedule a report, view the list of scheduled jobs, and edit, pause, or remove scheduled reports.
- Duration: 20 Minutes
- FREE: Register
AR Working with Ad Hoc Editor
Explore and analyze your data with the Ad Hoc Editor - the interactive designer for creating and editing Ad Hoc views and reports. Learn how to create an Ad Hoc view with the Data Chooser Wizard. Explore the Ad Hoc Editor user interface. Learn how to add fields and measures, create views, and limit view data with filters.
- Duration: 55 Minutes
- FREE: Register
AR Security
With Reporting & Analytics, you define the capabilities your users have. In this course, you will learn about the three primary security roles in the product and then how to secure folders and objects by these roles. From there, we describe how Reporting & Analytics restricts access to report data.
- Duration: 15 Minutes
- FREE: Register
AR Dashboards
Create appealing, data-rich dashboards that quickly convey trends. Learn how to create dashboards to display several reports in a single, integrated view. Add input controls to limit the data displayed in one or reports, and incorporate custom dashboard elements that point to URLs for other content.
- Duration: 20 Minutes
- FREE: Register
AR Domain Creation
This hour long certification covers the workflow for creating Custom Domains in Advanced Reporting. It also introduces you to important Data Model concepts. You must take this course in order to have Domain Creation enabled.
- Duration: 1 Hour
- FREE: Register
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