cammsinsights Training

  • Course Overview

    This course is suitable for any new or existing users of cammsinsights. At the end of this course you will be able to create, design, edit and print your reports using cammsinsights.

  • About Camms.Insights

    Camms.Insights, is a comprehensive, integrated report writing tool, which will allow users of the proposed solution to generate and develop their own reports in a quick and easy manner.

What you will learn

Need to deliver an ad-hoc report to management? Tired of preparing boring reports that don’t always deliver the desired results? Wish you had a clearer understanding of the current performance of your business? If you answered YES, then this course is for you.

  • Selecting a data source

  • Adding a Grid

  • Adding Visualisations

  • Creating dashboards

Course curriculum

  • 1

    Camms.Insights Solution Training

    • How to use this course

  • 2

    Lesson 1 - Overview

    • Overview of Camms.Insights

  • 3

    Lesson 2 - Accessing Insights

    • Accessing Camms.Insights

  • 4

    Lesson 3 - Insights Homepage

    • Insights Homepage and Navigation

  • 5

    Lesson 4 - Creating a Report

    • Selecting a data source

    • Designing the report

    • Adding a Grid Report Part

    • Adding Data

    • Saving the report

    • Preview and pagination

    • "Flipping" your report part

    • Adding a Title and Description

    • Right side Property Panels

    • Configuring the Grid Report Part

    • Configuring Fields

    • Add a Separator

    • Add Filters

  • 6

    Lesson 5 - Exporting and Printing your Report

    • Exporting and Printing your Report

  • 7

    Lesson 6 - Emailing your Report

    • Emailing your Report

  • 8

    Lesson 7 - Subscribing to a Report

    • Subscribing to a Report

  • 9

    Lesson 8 - Searching, Sorting and Viewing Reports

    • Searching, Sorting and Viewing Reports

  • 10

    Lesson 9 - Editing a Report

    • Editing a Report

  • 11

    Lesson 10 - Copying, Moving and Deleting Reports

    • Copying, Moving and Deleting Reports

  • 12

    Lesson 11 - Report History and Archived Versions

    • Report History and Archived Versions

  • 13

    Lesson 12 - Pivot Grids, Sub Totals and Grand Totals

    • Pivot Grids, Sub Totals and Grand Totals

  • 14

    Lesson 13 - Adding Visualisations, Drill Throughs and Cross Filtering

    • Adding Visualisations, Drill Throughs and Cross Filtering

  • 15

    Lesson 14 : Adding a Pop Up Sub Report

    • Adding a pop up sub report

  • 16

    Lesson 15 - Adding Additional Data Sources to your Report

    • Adding Additional Data Sources to your Report

  • 17

    Lesson 16 - Adding calculated expressions

    • Combining two fields

    • Calculating the difference between two dates

    • Applying your own custom sort order

  • 18

    Lesson 17 : Using Pre Configured Templates

    • Using pre configured templates

  • 19

    Lesson 18 - Creating Dashboards

    • Creating Dashboards

  • 20

    Lesson 19 - Design Form Report

    • Creating a Basic Design Form Report

  • 21

    Lesson 20 - Assessment

    • Camms.Insights Assessment

  • 22

    Lesson 21 - Course Survey

    • Camms.Insights Solution - User Experience Survey

  • 23

    Lesson 22 - Camms.Insights Resource Library

    • Camms.Insights User Guide

    • Quarterly Product Update | Camms.Insights | Feb-Mar 2021

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