MarkSystems University | Report Writing 201 | November 2021
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Report Writing 201 Online Syllabus

Monday, November 15 - Wednesday, November 17, 2021

Times vary daily

Online

Special Guest

Schmidt Vicki

Vicky Schmidt

Business Consultant

Vicky Schmidt has been with ECI Solutions leading instruction for MarkSystems University for over 5 years. Her focus is to help builders fully understand how to leverage the full capabilities of MarkSystems to improve their business management processes.

Vicky Schmidt has been with ECI Solutions leading instruction for MarkSystems University for over 5 years. Her focus is to help builders fully understand how to leverage the full capabilities of MarkSystems to improve their business management processes.

*Register early to get the 10% Early Bird Discount
(Expires 14 days before the course start date)

Course Overview

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 - Monday Morning - Live Session at 9:30 AM-12:00 PM ET

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 - Monday Afternoon - Live Session at 1:30-4:00 PM ET

LIVE SESSION: Table Talk

  • Data Dictionary
  • Types of Tables
  • Table Relationships
  • Each Module’s Top Tables

Day Two - Tuesday Morning - Live Session at 9:30 AM-12:00 PM ET

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 - Tuesday Afternoon - Live Session at 1:30-4:00 PM ET

LIVE SESSION: Report Formatting for Presentation

  • Format Data
  • Refresh Settings
  • Formulas
  • Dynamic Drop Downs
  • Passing Parameters
  • Formatting Cells
  • Multiple Sheets

Day Three - Wednesday Morning - Live Session at 9:30 AM-12:00 PM ET

LIVE SESSION: Building Reports by Module

  • General Ledgers
  • Land Development
  • Purchasing
  • Sales
  • Scheduling
  • AP Checks and Invoices

Day Three - Wednesday Afternoon - Live Session at 1:30-4:00 PM ET

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

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