Report Training

Become an Xactium Architect today!

Being able to report on all aspects of your risk information in a visually appealing and intuitive way is a key benefit of your Xactium system.

Our Xactium Architect training course will teach you how to view, build and customize your own reports and dashboards using the powerful and flexible reporting tools provided with the Xactium platform.

A wide variety of hands on exercises will ensure you can easily utilise your knowledge after the course, within your own system

Course Breakdown
 
Report Building
  • Salesforce functionality offers the use of their reporting tool. Learn how to build reports on any field in the Xactium system using this tool.
  • Learn how to create tabular, grouped and the more advanced
    matrix and joined reports.
Filters and Report Types
  • Learn about smart filters to drill down into your reports making them more useful, saving time on normal, manual tasks.
  • Create additional Report Types in order to build a wider variety of reports.
Dashboards and Charts
  • Create dynamic dashboards with a collection of informative charts, helping to see an overview of data and what tasks are required.
Risk Registers (Risk users only)
  • Extract your data from Xactium to build your Risk Registers.
  • Build templates for other users and learn to export your templates
    to Excel or as PDFs
  
Course Details
 

Course Price: £325 per person (ex VAT).

Online course available at a reduced cost

Discounts available for clients with an extended support package.

Each course will follow the below timings...
Registration - 09:45 | Start - 10:00 | End - 16:00

Lunch and refreshments will be provided.

Course Dates & Location
Architect2

Xactium Report Training Registration

 
London

Course Venue:
1st Floor, 6 Bevis Marks
London
EC3A 7BA

Course Dates:
26th February 2020
13th May 2020

 

Leeds
Course Venue:
No.1 Leeds
26 Whitehall Road
Leeds, LS12 1BE

Course Dates:
17th March 2020
17th June 2020

Sheffield

Course Venue:
Xactium House
28, Kenwood Park Rd
S7 1NF

Course Dates:
28th April 2020

Customer Training-1