OpenText Content Manager Reporting Masterclass
Course Overview
This masterclass is designed for users who need to extract, analyse and report on information stored within OpenText Content Manager using FYB's Reportilize.
Participants will learn how to combine advanced searching with Reportilize to create meaningful reports, dashboards and analytics on records, workflows and actions. The course also covers developing reusable report templates, generating statistical reports and extracting metadata for further analysis.
Training is delivered within your organisation's own environment wherever possible, allowing participants to work with familiar data, system configurations and reporting requirements.
All sessions are recorded and provided following completion for future reference.
Topics Covered
This course covers:
Advanced searching techniques
Developing and updating Saved Searches
Introduction to FYB's Reportilize
Accessing information through Reportilize
Configuring Reportilize dashboards and groups
Developing Reportilize report templates
Generating statistical reports
Extracting metadata using Print Merges
Frequently Asked Questions
Who should attend this masterclass?
This course is designed for OpenText Content Manager Administrators and Reportilize whitelisted users who need to create reports, dashboards and analytics from organisational information.
What is Reportilize?
Reportilize is FYB's reporting solution for OpenText Content Manager. It enables organisations to analyse records, workflows and metadata through configurable reports, dashboards and statistical reporting.
Will I learn how to build dashboards?
Yes. Participants will learn how to configure Reportilize dashboards and groups, develop report templates and generate meaningful reports for business analysis and reporting.
How is the training delivered?
Training is delivered remotely through Microsoft Teams and is contextualised to your organisation's OpenText Content Manager environment and Reportilize configuration.
Will participants receive a recording?
Yes. A recording of the training session is provided following completion.
Book Content Manager Training
Call 1800 392 392 or enquire online to book your training session.
Course Details
Platform
Content Manager Desktop, Context or Web Client
Duration
3 Hours
Delivery
Remote via Microsoft Teams
Maximum Attendees
10
Recording Included
Yes
Prerequisites
Participants should have:
Completed OpenText Content Manager Introduction Training
Completed OpenText Content Manager Intermediate Training
or have equivalent practical experience.
Audience
Suitable for:
OpenText Content Manager Administrators
Reportilize whitelisted users
FYB can add participants to the Reportilize whitelisted user group as part of the training preparation process.
Ready to get started?
Contact us to book or enquire about this training course.
