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Reporting for New Users

Link list (no steps): reporting learning path for new users, with Skills Kickstart videos on Comparison Reports, reportingIQ and Fusion, plus Fusion 1, Fusion 2 and API & Code Blocks certifications. Requires v24.06+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 24.06

Steps

Skills Kickstarts


The Skills Kickstart series at Encompass is designed with users in mind to upskill in targeted areas and Reporting is no different. Suggested playlist order:
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  1. Comparison Reports Basics: Gain key insights into the Comparison Reporting structure and how to create meaningful reports using this user-friendly reporting solution. (Video Duration - 48 min)
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  2. reportingIQ: Unlock Your Data Insights: Learn how Encompass is advancing reporting with AI, specifically demonstrating ReportingIQ’s Report Summaries, Data Insights Chats, and AI Business Brief Podcasts across Fusion and Comparison reports, and sign up today to transform your data analysis!
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  3. Comparison Reporting – Sales & Beyond: Comparison Reporting offers more than just Sales. Explore creating Compound, Pricing, Survey, & other varieties of Comparison reports. (Video Duration - 1 hour)
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  4. Comparison Reports with a Splash of Fusion: Comparison Reports get you 90% of the way in less than 5 minutes; converting Sales Reports to Fusion allows you to add filters (Pinned or not) and incorporate your company's theme. (Video Duration - 41 min)
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  5. Fusion for Business Users: Explore techniques to optimize your reports by leveraging the Fusion Report Library, converting to Fusion functionality, and utilizing Quick Edit. (Video Duration - 1 hour)
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  6. Fusion Lite: Boost your Fusion editing skills with our expert-led webinar, designed to help you better understand key features and optimize Fusion reports for greater efficiency. (Video Duration - 58 min)
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  7. Using Fusion to Calculate Goals & Metrics: Learn to build a Fusion report using SQL expressions and Joins to calculate goals and metrics while seamlessly integrating custom table data into a dynamic, goal-driven report. This session is ideal for users with advanced Fusion or SQL experience.(Video Duration - 60 min)

Certifications


Once basics are mastered, continue to hone reporting skills with professional certifications:
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  1. Fusion 1: Build and interact with Fusion Reports by exploring core database structures, key reporting concepts like Joins and Filters, and interactive features.
    ​Pre-Requisite: Fusion for Business Users (recommended), Fusion Lite (recommended)
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  2. Fusion 2: Focus on advanced report building and optimization techniques, covering SQL expressions, report performance, variables, and conditional formatting.
    ​Pre-Requisite: Fusion 1 Certification
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  3. API & Code Blocks: This course focuses on customizing the Encompass ECP platform using Custom Tables, Dashboards, Code Blocks, Fusion Reports, and APIs.
    ​Pre-Requisite: Fusion 2 Certification

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