Training Task Group 16 - Reports
In darwin, users will run all reports from the Reports menu. Training Tasks for Certification of Training Task Group 16 will show users how to choose what is seen on a report, how to group reports, and how to create and save a custom report. Reports in darwin can be run using Live data or Calculated data.
Calculated data is run with information that was updated overnight from the darwin REP cubes and will render a faster report. REP cubes house all changes in data throughout the day. Live data renders a report with live data however the report takes more time to run. You may enter data through the day and update your REP cubes (Training Task description below) in order to run Calculated data and render a faster report.
Due to recent updates of the darwin software, some screens have changed. Please know that the written steps will be accurate, what you see on the video may show a slightly different screen.
It is important to note: Never use the same property or person record for different tests. If a property or person record has already been used by yourself or a co-worker, select a different record to perform your Training Task. Failure to follow these rules will keep either you or one of your co-workers from getting full credit for completing the Training Task.
Recorded and written instruction for each Training Task in Group 16 - Reports are found below.
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- 16.11 Run a Report
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- 16.12 Modify report default columns - Administrator Only
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- 16.13 Modify default parameters - Administrator Only
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- 16.14 Create a custom Report using an existing report - Closings by Agent
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- 16.15 Give a custom report to Agent Role - Administrator Only
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- 16.16 Updated REP cubes
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- 16.17 Create a Custom Total for a Report
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- 16.18 Add a custom total to a report
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- 16.19 Run Last Launched Report
The above Training Tasks will show you how to run just one type of darwin report.
A few Report features you may like to explore before going LIVE in your darwin software:
- If you would like to drill into any section of the report, click the plus sign next to the field.
- Any blue highlighted item on a report is a hyperlink that will bring you to that person/property/invoice when clicked. (This is true for all reports. Please continue to explore the submenus in the Reports menu to become familiar with the process).
- To return to the Original Report run, click a smaller blue arrow near the top of the report name (if you hover over this arrow you will see "back to the parent report"
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Articles from the darwin Manual: