Certification·Reports & Analysis·Intermediate
Reporting, Analytics & Collaboration
Read dashboards and reports, build meaningful comparisons, share results appropriately and verify AI-assisted analysis against supporting records.
What you will learn
- Identify report scope, filters, levels of detail and calculation methods.
- Review custom reports, charts, exports, sharing and schedules.
- Use supporting transactions to verify explanations and resolve differences between reports.
Lessons · 11 lessons
1Dashboards: turning a headline figure into a useful question4 min2Report scope and filters: defining what a number includes4 min3Totals, balances and currency: avoiding misleading arithmetic4 min4Custom reports: choosing sources, detail and calculations4 min5Saved versions, charts and detail: presenting the same evidence clearly4 min6Exporting reports: preserving scope and checking completeness4 min7Sharing reports: choosing the audience and the access method4 min8Scheduled reports: repeatable delivery with a meaningful period4 min9DNA Intelligence: asking precise questions and checking the answer4 min10Transaction communication: keeping the conversation connected to the record4 min11Cross-module analysis: explaining differences before acting4 min
Skills
Report scope and filtersCurrency and totalsDashboard interpretationReport sharing and schedulingAI-assisted analysis
