StrataJazz® Ad Hoc Reporter Fundamentals - Financial Planning

Course Description

In this class, you learn the functionality needed to create and maintain reports using Ad Hoc Reporter and confidently support other reporting users in your organization. In addition to Ad Hoc Reporter, we also review building executive dashboard. This class covers concepts that apply to reporting for all StrataJazz® solutions; however, for this specific class, we focus on building a Financial Planning report.

Course Information

• Audience: Financial Planning Administrators, Report Writers, Report Users
• Prerequisite Courses: None
• Advanced Preparation: None
• Program Level: Basic
• Field of Study: Computer Software & Applications

Learning Objectives

At the conclusion of this course, learners will be able to:

• Select an appropriate data source for an Ad Hoc report.
• Create a basic Ad Hoc report that contains dimensions, measures, and filters.
• Add advanced functionality to an Ad Hoc report, including sections, calculations, detail report links, and formatting.
• Make your reports publicly available to others at your organization.
• Adjust security for an Ad Hoc report.
• Configure an Ad Hoc report to automatically roll over.
• Configure report security within Security Center.
• Create data visualizations, including charts and dashboards.

Registration Instructions & Pricing

This course costs $375 per attendee. 

To purchase this course in Strata Academy, follow the steps in the Sign Up Guide. Class registration closes one week prior to the date of the course. This is to ensure each participant has a database for the course in order to practice the training scenarios.

For more information regarding administrative policies such as complaints and refunds, please contact strataacademy@stratadecision.com.

Communications

After your registration in this course is confirmed, you will receive several emails:

• A calendar invitation for the course with Zoom information.  

• Closer to the course date, your instructor will email you information on your assigned StrataJazz training database. If you encounter any issues, email strataacademy@stratadecision.com.