Functional Training Class (7 CPE Credits)

The course is designed to give users exposure to the full range of features and leave with the ability to develop key inquiries for their business processes. You will learn how to: select and layout data, design, structure and rank inquiries, create calculations and hierarchies, export, manage and distribute reports via Console, PDF and Excel. Read More

Power User Workshop (7 CPE credits)

• Tips and Techniques: Learn the top tips and techniques to optimize your use of Insight, including: advanced calculations, formatting, hierarchies, reusable inquiry objects and more.
  
  
• Optimize your Audits: See how you can generate ad hoc reports to answer auditing requests; evaluate key Sarbanes Oxley areas even before the auditors arrive and monitor reports for changes. You will see examples of how internal auditors could be more self sufficient.
  
  
• Best Practices: Discover how to best manage folders and permissions, create custom templates and publish reports and inquiries.
  
  
• Achieving Data Integrity: Find out how to ensure your master records have the correct setup; expedite reconciliation of Financials, Distribution and more; identify potential duplicate records; isolate information that is infrequently used and may be obsolete and recognize when you need to make changes in your processes.
  
  
• Hands-on look at Version 10: You will be the first to try out Version 10’s user interface and evaluate new functionality for your organization.