Getting Your Reporting Efforts Aligned with Your Fundraising Goals
“What the New Year brings to you will depend a great deal on what you bring to the New Year.” – Vern McLellan The adage is as true in business practices as it is in personal practices. The start of a new year, whether it’s the calendar year or academic year, is the...
How Do I Know if My Reporting Staff is Effectively Trained?
So your institution just purchased a new reporting solution and you would like to train your employees on this product. Or perhaps you had a recent turnover in staff and would like to train these new individuals on the existing software without having to utilize...
Successful Training Starts With the Manager
You already heard about the discovery process needed to assess whether or not training will be an effective solution to your reporting problems. Once you’ve decided it is necessary, the next key step is to establish a training goal. After all, once the goal is...
Restructuring the Report Tree
The starting point for all your reports is the report tree. It contains the tools you use to make budget decisions, analyze departmental trends, run course and student database applications, and more. It is an unassuming, yet important, place for reporting. Without...