Corecon Training Videos (YouTube) - Reporting
Overview
Detail Report Templates (aka Microsoft Word Templates)
- Custom Detail Report Design Basics
- Creating a New Custom Detail Report Template
- Advanced Formatting of Custom Detail Report Templates
- Customizing Corecon Detail Report Templates for DocuSign Integration
Custom Log Reports
- Step 1 - Add Report and Select Data Sources
- Step 2 - Adding Required Parameter to Filter Datasets
- Step 3 - Header, Footer and Report Properties
- Step 4 - Table Control
- Advanced - Table Control Grouping and Totals
- Advanced - Adding Visible Report Parameter - Example 1
- Advanced - Adding Visible Report Parameter - Example 2
- Advanced - Adding Calculated Fields
Custom Financial Dashboards (Project Analytics)
- Step 1 - Add BI Dashboard and Select Data Sources
- Step 2 - Default Font Size for Dashboard Widgets and Export Options
- Step 3 - Adding Widgets:
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