NFC University

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