This MasterClass webinar describes in detail, how to create, edit, and administer live data reports in Q360. This session was recorded on February 17, 2021.
The following items are discussed in detail:
- Setup and create a live data report
- Explain live data sources and how the selection of data sources drives report output
- Grant permissions for users to create reports
- Demonstrate two methods for filtering data:
- Predefined conditions
- Prompt the end user for input when a report is run
- Demonstrate at least five methods for presenting output grid data including:
- Column selection
- Output size
- Sequencing
- Sorting parameters
- Opening (zooming) records within a grid
- Grouping
- Grant permissions for end users to run/use reports from the Live Data main menu