Report Writing 201 Online Syllabus
Monday, March 22 - Wednesday, March 24, 2021
Times vary daily
Online
Special Guest
Mary Haskell
Senior Consultant | RHC/MarkSystems
Mary Haskell works with builders to help them get the most out of their MarkSystems implementation. Before joining ECI as a Senior Consultant, Mary owned and operated an Information and Technology (IT) consulting company that focused on small businesses and spent 13 years working for an On-Your-Lot Home Builder as an IT and Operations Director.
Mary Haskell works with builders to help them get the most out of their MarkSystems implementation. Before joining ECI as a Senior Consultant, Mary owned and operated an Information and Technology (IT) consulting company that focused on small businesses and spent 13 years working for an On-Your-Lot Home Builder as an IT and Operations Director.
In this MSU Offering, the Instructor will take you through the MarkSystems database structure, showing you how to join data tables and build datasets. You will then use those datasets to write relevant reports and illustrations.
There will be instructor-led conversations and interactive demonstrations on:
- Reporting Requests
- Reporting Types
- Joining Data
- Data Modeling
- Designing Reports
This is all done in Microsoft Excel, the most common spread sheet application in our industry. Other report writing tools illustrated will be Google Data Studio and Crystal Reports. These concepts and techniques are transferable to other report writing tools.
By the end of this MSU Event, you will have the knowledge to know what tables and fields are available, how they work and communicate with each other – and - be able to connect to your database and select multiple tables. And wait until others see your beautiful and well-designed reports!
Course Schedule
Day One - Tuesday Morning - Live Session at 9:30 AM-12:00 PM (Mountain Time)
LIVE SESSION: Class Welcome
- Meet the Instructor
- Meet Your Classmates
- Verify ODBC Connections
- Discuss Report Types
- Report Uses
- Report Request Scenarios
- Different Report Writers
Day One - Tuesday Afternoon - Live Session at 1:30-4:00 PM (Mountain Time)
LIVE SESSION: Table Talk
- Data Dictionary
- Types of Tables
- Table Relationships
- Each Module’s Top Tables
Day Two - Wednesday Morning - Live Session at 9:30 AM-12:00 PM (Mountain Time)
LIVE SESSION: Building Data Sets
- Joining Tables - Illustrations
- Microsoft Query Tool Overview
- Building a House Status Report
- Selecting Records with Criteria
- Modeling the Data
Day Two - Wednesday Afternoon - Live Session at 1:30-4:00 PM (Mountain Time)
LIVE SESSION: Report Formatting for Presentation
- Format Data
- Refresh Settings
- Formulas
- Dynamic Drop Downs
- Passing Parameters
- Formatting Cells
- Multiple Sheets
Day Three - Thursday Morning - Live Session at 9:30 AM-12:00 PM (Mountain Time)
LIVE SESSION: Building Reports by Module
- General Ledgers
- Land Development
- Purchasing
- Sales
- Scheduling
- AP Checks and Invoices
Day Three - Thurssday Afternoon - Live Session at 1:30-4:00 PM (Mountain Time)
LIVE SESSION: Building Reports by Module Continued & More
- House Budgets
- Warranty
- My SQL vs Live Database
- Tips and Tricks
MSU Report Writing 202 Sneak Peak
Course Agenda
Click here to view the Detailed Course Agenda, including session times.
Questions?
Contact us at msu_info@ecisolutions.com
