RAMCO provides several methods for collecting and extracting data from your system. This course reviews the methods to customize your built-in reports with your own branding and text, as well as generate advanced reports using the Report Wizard and Microsoft® Word templates. This course should be completed by anyone looking to go beyond Advanced Find for reporting. Classes contained within this course are:
- Reports – Setup – Using Report Text to add Custom Text and Images
- Custom Report Wizard – Basic – Single Entity and Field Calculations
- Custom Report Wizard – Intermediate – Multiple Entities
- Custom Reports – Scheduling Reports
- Mail Merge Templates
- Custom Forms and Data Collection
- Customizing RAMCO
- Duplicate Rules and Detection
- Importing into RAMCO
- User Roles and Permissions
- Teams and Queues
- Knowledgebase
