Enterprise Training Module 4 - Reporting
Areas Covered
Generate reports from Enterprise for the purpose of management information, accounting summary reports, mailings and other requirements. This includes the generation of mass mailmerge documents and the bulk generation of emails from within Enterprise.
Who Should Attend?
All members of staff that have a need to obtain information from Enterprise. A pre-requisite of this course is that the delegate has attended Module 1 as an understanding of the terminology and concepts will be required.
Summary of Areas Covered
- Reporting overview - reviewing the different types of reports available
- Generating standard reports with default criteria
- Introduction to building criteria groups
- Further criteria building
- Using Microsoft Word for Mailmerging
- Generating Email Broadcasts
- Simple text based emails
- Advanced emails through Microsoft Outlook including merging fields into emails
- Exporting data from Report Writer into other applications such as Acrobat PDF, Microsoft Word and Excel
- Introduction to Report Writer
- Gift Aid Setup
- Gift Aid Processing
- Tax Reclaim Process
Training Courses
Availability
Module 1
Module 2
Module 3
Module 4
Module 5
Report Writer
www.intergage.co.uk
