New Custom Reports

• Creating & managing New custom reports
• Available custom reports types in the New custom reports
• Transitioning from the Custom Reports to the New Custom Reports Functionality

Creating & Viewing Reports

• Managing standard reports
• Generating a Custom Report
• Scheduling and sending Custom reports

Course Reports

• Generating the course summary report
• Navigating the Courses Dashboard

User Reports

• Reports for managers
• Generating a User personal summary report
• Navigating the Branches Dashboard
• Navigating the Observation Checklists Dashboard
• Managing the Admin dashboard

Insights

• Creating and managing custom dashboards
• Assigning dashboards
• Advanced Insights
• Insights: questions and answers