Hornbill Academy

course
Academy Live: Hornbill Reporting: Empower your insights – Part 1
Academy Live: Hornbill Reporting: Empower your insights – Part 1
Academy Live: Hornbill Reporting: Empower your insights – Part 1

About the Course

~120 mins

The recording of this session is from 2/5/2024.


This course contains an edited video of the session and the session handout including activity instructions.


This beginner-level session provides an overview of the reporting capabilities within Hornbill, including views and reporting using entities. You will learn the basics of navigating the reporting interface, generating simple Service Manager in-app reports, and applying filters to extract relevant data. 


Designed for those new to the platform or seeking a refresher on its reporting functionalities, this session offers a detailed exploration of the tools and features essential for generating insightful reports using both standard reporting methods and entities. 


This course is part 1 of 2 sessions on reporting in Hornbill.


Learning Objectives: 

     - Learn how to navigate the reporting interface in Hornbill, including reporting using entities. 

     - Understand the basics of generating and configuring reports using standard Service Manager in-app reporting methods. 

     - Gain hands-on experience in creating simple reports and applying filters to extract relevant data, using views, standard reporting methods and entities.

Course Topics

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Course Progress
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Course Outline
  1. Course overview
    1. Overview
    2. Session handout
    3. Session recording 2/5/2024
  2. Introduction to Hornbill reporting
    1. Introduction
    2. Benefits of Hornbill's reporting tools
  3. Hornbill's reporting tools
    1. Reporting tools overview
    2. Request list views
    3. Service Manager in-app reports
    4. Service Manager admin reports
    5. Advanced Analytics - intro
    6. Common reporting pain points
  4. Activities 1 and 2
    1. Activity 1 Introduction - Create a view
    2. Activity 1 Review
    3. Activity 2 Introduction - Create an in-app report
    4. Activity 2 Review
  5. Database and entities
    1. What is an entity?
    2. Predefined relationships between tables
    3. Entity relationships
    4. Different entities for different apps
    5. Hornbill's database and tables
    6. Extracting data for reports
    7. Demo - Entity explorer
    8. Roles and permissions for reporting
    9. Demo - how to create filters for reports
  6. Activity 3
    1. Activity 3 Introduction - Create a report using entities
    2. Activity 3 Review
  7. Takeaways and next steps
    1. Key takeaways
    2. Next steps and further learning
    3. Rate this course
    4. New activity
    5. Course completion checklist
course
Academy Live: Hornbill Reporting: Empower your insights – Part 1
Academy Live: Hornbill Reporting: Empower your insights – Part 1
Course Progress
Not started
Enroll

About the Course

~120 mins

The recording of this session is from 2/5/2024.


This course contains an edited video of the session and the session handout including activity instructions.


This beginner-level session provides an overview of the reporting capabilities within Hornbill, including views and reporting using entities. You will learn the basics of navigating the reporting interface, generating simple Service Manager in-app reports, and applying filters to extract relevant data. 


Designed for those new to the platform or seeking a refresher on its reporting functionalities, this session offers a detailed exploration of the tools and features essential for generating insightful reports using both standard reporting methods and entities. 


This course is part 1 of 2 sessions on reporting in Hornbill.


Learning Objectives: 

     - Learn how to navigate the reporting interface in Hornbill, including reporting using entities. 

     - Understand the basics of generating and configuring reports using standard Service Manager in-app reporting methods. 

     - Gain hands-on experience in creating simple reports and applying filters to extract relevant data, using views, standard reporting methods and entities.

Course Outline
  1. Course overview
    1. Overview
    2. Session handout
    3. Session recording 2/5/2024
  2. Introduction to Hornbill reporting
    1. Introduction
    2. Benefits of Hornbill's reporting tools
  3. Hornbill's reporting tools
    1. Reporting tools overview
    2. Request list views
    3. Service Manager in-app reports
    4. Service Manager admin reports
    5. Advanced Analytics - intro
    6. Common reporting pain points
  4. Activities 1 and 2
    1. Activity 1 Introduction - Create a view
    2. Activity 1 Review
    3. Activity 2 Introduction - Create an in-app report
    4. Activity 2 Review
  5. Database and entities
    1. What is an entity?
    2. Predefined relationships between tables
    3. Entity relationships
    4. Different entities for different apps
    5. Hornbill's database and tables
    6. Extracting data for reports
    7. Demo - Entity explorer
    8. Roles and permissions for reporting
    9. Demo - how to create filters for reports
  6. Activity 3
    1. Activity 3 Introduction - Create a report using entities
    2. Activity 3 Review
  7. Takeaways and next steps
    1. Key takeaways
    2. Next steps and further learning
    3. Rate this course
    4. New activity
    5. Course completion checklist

Course Topics

Find relevant courses based on these topics