On-site training: Dasboards and reports

Details & Pricing

Course number: PM-TC-E04-EN

Course type: at customer's site

Language: English

Duration: 1 day (7.5h)

Participants: max. 5 people

Pricing: upon request

Booking

The training date will be set individually after consultation with you.

Please, would you indicate in the comments field your preferred date and time for this training and a callback phone number.

I want to request this training

Description

Learn to work with the InLoox dashboard views and standard report templates. The workshop is aimed at experienced users with a technical background who need to view and evaluate key project metrics for project reporting.
With expert guidance and attention to your specific requirements, an InLoox expert will teach you the following content:

Dashboards

  • Managing dashboard views
  • Basics of the dashboard designer
  • Selecting data sources and dashboard elements (lists, charts, diagrams)
  • Advanced features: Filters, Calculated fields, Conditional formatting.
  • Exporting data

Reports

  • Manage report templates, template import and export
  • Customize existing reports (layout and typeface, field selection, automatic formatting)
  • Creating new templates: data hierarchy, selection of suitable report containers and display formats (lists, graphics and charts)
  • Output formats (general settings, print media, page size and orientation)
  • Display and evaluation of user-defined fields
  • Programming (on request): Evaluation of fields, formulas, if-then queries (conditional formatting), functions, queries and evaluation of user input.

After the course, participants will be able to design individualized dashboards and reports. The course is primarily aimed at system administrators. Technical understanding is assumed. The knowledge of a programming language facilitates in particular the implementation of own logics.

PLEASE NOTE The workshop is designed for Microsoft Outlook version 2016 or higher or requires access to one of the common browsers for InLoox Web App. You should also have a good internet connection and conference phone connection or suitable team meeting tools as well as a camera. We can discuss individual interests with you in advance. Please inform us about this at least two weeks before the start of the training.