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eTapestry: Fundamentals – Queries and Reports

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PRICING
$350 for four hours of distance learning.

COURSE OVERVIEW
Queries are an important tool that can be used in many processes throughout eTapestry. Learn what queries are and when to use a specific type of query. Through instructor-led scenarios, course discussions, and practice in the sample database, you will learn how to utilise the query tool to effectively create groups of records. You will also learn how to create personalised groups with query lists.

TRAINING ENVIRONMENT
This session will be delivered by Mark Scott in a virtual online classroom via the internet, using a sample database. Attendees will be encouraged to present questions (prior to the session date) and the instructor will do their best to include as examples for the class to create in the sample database, those questions specific to the queries and reports needed in attendee’s own eTapestry database.

TARGET AUDIENCE
Since this course introduces foundational concepts in eTapestry, this course is designed for all users. Users with little to no experience will benefit from this course.

LEARNING OBJECTIVES

  • Define and know when to use the different types of Queries in eTapestry: System Defined, Basic, Compound, and Custom Account Queries
  • Define and explain each variable on the query set-up screen
  • How to use different Starting Criteria Queries or make an interdependent query
  • How to query on each User Defined Field Display Type: Single Select, Multi Select, Text, and Note
  • How Query Data Return Types impact Reports
  • Define and know when to use the three different types of Reports in eTapestry: Standard, Custom, and Relationship Reports

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