Course Outline
Module 1 - Describe the purpose of Insight as a reporting and analytics solution
- Describe the purpose of Insight and how it serves as an HR enterprise reporting tool
- Describe Insight and the value it provides for strategic reporting and decision making
- Describe key terms in Insight
- Describe the purpose of the Common Report Library
Module 2 - Demonstrate the full-range of functionality required to develop agency-specific reports using the Common Report Library and ad hoc reporting capabilities
- Demonstrate and describe Insight basic navigation
- Demonstrate how to find, run, and manipulate common reports
- Demonstrate how to create basic ad hoc reports and filters
Module 3 – Position Management System Online (PMSO) in Insight
- Describe the data, data refresh cycle, and data history in the PMSO Subject Area
- Apply PMSO Calendar Filters
- Understand the PMSO common report
- Create a PMSO ad hoc report
Module 4 – Payroll Accounting System (PACS) in Insight
- Describe the data in the PACS Subject Areas
- Describe the data refresh cycle for PACS
- Describe the data history for PACS
- Apply PACS Calendar Filters
- Understand PACS common reports
- Create a PACS ad hoc report
Module 5 - Calculate and manipulate data in Insight
- Describe the purpose of writing formulas and using functions in Insight
- Describe the different ways to calculate in Insight
- Demonstrate how to create a bin in Insight
Module 6 - Apply Filters and Prompts
- Perform basic filter and prompt functionality
- Customize reports with filters and prompts
Module 7 - Analyze and View
- Describe the key characteristics of an Analysis and a View
- Describe the purpose and value of using Views
- Demonstrate how to use Views
Module 8 - Use Unions and Intersections
- Describe the purpose of a Union
- Describe the purpose of an Intersection
- Understand the practical applications of Unions and Intersections
Module 9 - Use Action Links
- Describe the purpose of creating reports with an option to drill-through
- Create an action link
Module 10 - Use Dashboards
- Describe the purpose and characteristics of dashboards
- Demonstrate how to access and drill-down in a dashboard
- Demonstrate how to edit and customize a common dashboard
- Demonstrate how to create a dashboard
Course Information
Prerequisites for this Training Course
There are no prerequisites for this course.
Training Course Length
- Classroom length – 3 days
- Webinar length – 5 days
Locations for This Training Course
References
- Using Reports and Dashboards
- Creating Reports and Dashboards
Class Dates
Cancellation Policy: Note all customer cancellations must be submitted to NFC in writing. NFC reserves the right to cancel classes at any time. View cancellation policy.