Topic

Description

Duration

Saved Search Overview

• Defining a saved search
• Review search types
• Review dashboard, list and sublist
• View create a customer search
• How to use criteria expressions

60 minutes

Transaction Search

• Create a transaction search
• Review header and line fields
• Review available filters

30 minutes

Grouping Results and Functions

• Create a transaction search with grouped columns
• How and when to use grouping
• Review summary criteria
• Review functions

30 minutes

Break

15 minutes

Email Alerts

• Create search that send emails
• Review scheduled emails and alerts

30 minutes

Reports

• Reports overview
• Create a saved report
• Create a financial saved report

45 minutes

Summary and Wrap Up/Q&A

30 minutes