Report Writing Packages - Eureka, iCapella, Crystal and Access
Whether you want to re-discover the basics or learn advanced techniques, our training will empower you to produce accurate, informative and inspiring reports.
With a wealth of experience of legal accounts data and analysing customer's reporting and BI requirements, you can be assured that we have the necessary skills to satisfy your needs. You might find our expertise with Arista and Artiion particularly useful. We are also happy to write and implement reports for you, if you prefer.
Basic Topics Include:-
Learning about your database - Where the data is stored and how the tables are related
Accessing your data - How to pull data from the database onto your report
Sorting & Filtering data - Organising your report layout and selecting the appropriate data
Groups & Totals - How to divide your report by e.g. Fee earner and create sub/grand totals
Calculations - How to carry out basic arithmetic on numeric data
Prompts - Create run time parameters to allow the selection of fee earners, start and end dates, etc
Save, Print and Export
Advanced Topics Include :-
Working with Columns - Produce Aged Debt and Aged WIP reports
Conditional Printing - Create different headings according to report content
Crosstabs - Produce "Pivot Table" style comparisons
Charts - A useful visual aid for key performance indicators.
Exporting - Send data to Excel, PDF or HTML for web reporting
Child Reports - Use to combine unrelated data or bring in notepad entries
Hot Objects - Create "Drill Down" reports
Report Menus - Run reports from a desktop icon instead of the designer
Concatenation - Useful for bringing in volume data such as notepad entries
Powerful formulas - For better reporting
System Parameters - To automatically restrict viewing
Web Publishing - With powerful scheduler features
Dashboards - For visual performance monitoring
Report Bursting - For secure distribution
Alerts - Based on report content
Emailing - Alerts and reports are distributed automatically
With a wealth of experience of legal accounts data and analysing customer's reporting and BI requirements, you can be assured that we have the necessary skills to satisfy your needs. You might find our expertise with Arista and Artiion particularly useful. We are also happy to write and implement reports for you, if you prefer.
Basic Topics Include:-
Learning about your database - Where the data is stored and how the tables are related
Accessing your data - How to pull data from the database onto your report
Sorting & Filtering data - Organising your report layout and selecting the appropriate data
Groups & Totals - How to divide your report by e.g. Fee earner and create sub/grand totals
Calculations - How to carry out basic arithmetic on numeric data
Prompts - Create run time parameters to allow the selection of fee earners, start and end dates, etc
Save, Print and Export
Advanced Topics Include :-
Working with Columns - Produce Aged Debt and Aged WIP reports
Conditional Printing - Create different headings according to report content
Crosstabs - Produce "Pivot Table" style comparisons
Charts - A useful visual aid for key performance indicators.
Exporting - Send data to Excel, PDF or HTML for web reporting
Child Reports - Use to combine unrelated data or bring in notepad entries
Hot Objects - Create "Drill Down" reports
Report Menus - Run reports from a desktop icon instead of the designer
Concatenation - Useful for bringing in volume data such as notepad entries
Powerful formulas - For better reporting
System Parameters - To automatically restrict viewing
Web Publishing - With powerful scheduler features
Dashboards - For visual performance monitoring
Report Bursting - For secure distribution
Alerts - Based on report content
Emailing - Alerts and reports are distributed automatically
Microsoft Excel
Although it is used by most accountants, many are unaware that Excel is capable of extracting data directly from their database into a spreadsheet. Why use a report writer to get data and export it into a "blank" spreadsheet, when it can be brought into an existing worksheet with calculations already in place?
P&L Statements and Balance Sheets are just two examples of reports that are not suited to a report writer due to the requirement to lay the report out in a specific way. Excel is more suited to these and to other reports such as Budgeting and Forecasting. Fee Earner performance reporting where there is a requirement to combine unrelated statistical data into one place, is another area where Excel is more suitable.
With Excel you can carry forward figures - impossible to do with a report writer - in order to make performance reports more meaningful. Add to that the fact that the data can be automatically refreshed on opening the spreadsheet (no need to re-run a report and export the contents again) and you can see that this makes Excel a more viable solution for many types of report.
With an Advanced Excel course, you learn how to:-
Connect to your database
Select and link tables
Choose appropriate data fields
Apply filters
Group and Aggregate Data
Create Dynamic Parameters
Automatically Refresh Data
Where data is brought in over several different worksheets and needs to be merged into one "master" worksheet, learn how to combine the data using powerful Excel functions such as:-
Vlookup
Sumif
Index
Etc...
Training can also incorporate other Excel skills, such as:-
Formatting Techniques
Conditional Formatting
Data Validation
"IF" Statements
Concatenation
Hyperlinks
Lookup Tables
Pick Lists
And much more............
P&L Statements and Balance Sheets are just two examples of reports that are not suited to a report writer due to the requirement to lay the report out in a specific way. Excel is more suited to these and to other reports such as Budgeting and Forecasting. Fee Earner performance reporting where there is a requirement to combine unrelated statistical data into one place, is another area where Excel is more suitable.
With Excel you can carry forward figures - impossible to do with a report writer - in order to make performance reports more meaningful. Add to that the fact that the data can be automatically refreshed on opening the spreadsheet (no need to re-run a report and export the contents again) and you can see that this makes Excel a more viable solution for many types of report.
With an Advanced Excel course, you learn how to:-
Connect to your database
Select and link tables
Choose appropriate data fields
Apply filters
Group and Aggregate Data
Create Dynamic Parameters
Automatically Refresh Data
Where data is brought in over several different worksheets and needs to be merged into one "master" worksheet, learn how to combine the data using powerful Excel functions such as:-
Vlookup
Sumif
Index
Etc...
Training can also incorporate other Excel skills, such as:-
Formatting Techniques
Conditional Formatting
Data Validation
"IF" Statements
Concatenation
Hyperlinks
Lookup Tables
Pick Lists
And much more............