NinjaCademy

course
Creating a Report
Creating a Report
Creating a Report

About the Course

The steps to follow to create a report. This course covers the ideas behind and practical knowledge needed to create automated reports from your templates.

Course Categories

Self-Guided
Core Concept
Reports
NinjaCat
Course Progress
Not started
Enroll
Course Outline
  1. Reporting Overview
    1. A NinjaNote before starting this course
    2. Reporting Overview (Video)
  2. General Settings
    1. General Settings (Video)
  3. Establishing a Report's Schedule
    1. Establishing a Report's Schedule (Video)
  4. Overriding the Template Date Range
    1. Overriding the Template Date Range (Video)
  5. Choosing the Right Email Settings
    1. Choosing the Right Email Settings (Video)
  6. Establishing an Account's Default Email
    1. Establishing an Account's Default Email (Video)
  7. Establishing the Agency Default Email Templates
    1. Establishing the Agency Default Email Templates (Video)
  8. Whitelable Options for Email Delivery
    1. Whitelable Options for Email Delivery (Video)
  9. Additional Helpful Resources
    1. Resources
course
Creating a Report
Creating a Report
Course Progress
Not started
Enroll

About the Course

The steps to follow to create a report. This course covers the ideas behind and practical knowledge needed to create automated reports from your templates.

Course Outline
  1. Reporting Overview
    1. A NinjaNote before starting this course
    2. Reporting Overview (Video)
  2. General Settings
    1. General Settings (Video)
  3. Establishing a Report's Schedule
    1. Establishing a Report's Schedule (Video)
  4. Overriding the Template Date Range
    1. Overriding the Template Date Range (Video)
  5. Choosing the Right Email Settings
    1. Choosing the Right Email Settings (Video)
  6. Establishing an Account's Default Email
    1. Establishing an Account's Default Email (Video)
  7. Establishing the Agency Default Email Templates
    1. Establishing the Agency Default Email Templates (Video)
  8. Whitelable Options for Email Delivery
    1. Whitelable Options for Email Delivery (Video)
  9. Additional Helpful Resources
    1. Resources

Course Categories

Self-Guided
Core Concept
Reports
NinjaCat