LITE 2016 – Creating Insightful Reports [Gilles Bell]
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The document discusses creating insightful reports in Administrate. It provides examples of different types of reports including a future events summary, sales pipeline report, and forecasting revenue report. It also outlines the keys to successful reports such as understanding who the report is for and what business question it is trying to answer. The document concludes by explaining how to set up scheduled reports by creating a communication template, attaching the report, and setting up a communication trigger.
LITE 2016 – Creating Insightful Reports [Gilles Bell]
- 1. Creating Insightful Reports Gilles Bell Account Manager gb@getadministrate.com 0131 460 7305 support@getadministrate.com
- 2. Agenda 1. Why do reports? 2. Keys to successful reports in Administrate 3. Example Reports 4. Setting up Scheduled Reports in Administrate
- 3. Why Do Reports? •Financial Forecasting/Overview •Events summary Past & Future •Course Occupancy •Sales Pipeline Report Closed deals Archived opportunities
- 4. Key to Successful Reports in ADM •Who is the Report for? •What business question am I trying to answer? •What part of the system is it reporting on? •How would I like the data presented? •How do I want the data sorted?
- 5. Example Reports - Future Events Summary • Who is it for? – Management, Administrative Staff • What business question am I answering? – Show me all my future Events by month so I have a full overview of operations • What part of the system is it reporting on? – Events • How would I like the data presented? – No. Days, event title, start date, start time, end time, no. delegates, public or private, instructor, location, active or draft • How would I like it sorted? – Sectioned by month, ordered by start date
- 6. • Who is it for? – Sales • What business question am I answering? – To get an overview of my pipeline by salesperson including event interests • What part of the system is it reporting on? – Sales Opportunities • How would I like the data presented? – Salesperson name, opportunity name, step, course code, task description, client name, account name, email, telephone • How do I want it sorted? – Sectioned by salesperson, ordered by step and date Example Reports – Sales Pipeline Report
- 7. • Who is it for? – Management, Accounts • What business question am I answering? – How much revenue can we expect over the next X months, how much have we already got • What part of the system is it reporting on? – Events • How would I like the data presented? – Course code, Start Date, Event Title, Forecasted Revenue, Actual Revenue • How do I want it sorted? - Sectioned by event in order of start date with Totals. Example Reports – Forecasting Revenue
- 8. • Create a Communication Template • Attach Report to Template • Create a Communication Trigger • Who is it going to • How frequently Sending Scheduled Reports
- 9. Creating Insightful Reports Gilles Bell Account Manager gb@getadministrate.com 0131 460 7305 support@getadministrate.com
Editor's Notes
- #6: This training modules recommends the knowledge and/or the creation of the following on your Administrate database to follow this training module.