Camms.Insights Solution Training Course

Camms.Insights is a comprehensive, integrated report writing tool, which allows users to generate and develop their own reports in a quick and easy manner. It offers a user-friendly, drag-and-drop interface that allows you to design custom reports and dashboards with ease, regardless of your technical proficiency. This course equips users with step-by-step guidance on how to leverage Camms.Insights' features for better, more confident reporting. Learn to configure data sources, build and edit dashboards, create custom reports, distribute reports, and use pre-configured templates.

Camms.Insights Solution Training Course
Certificate Status
Certificate Included
Camms.Insights Solution Training Course
Duration
1 Hour
Camms.Insights Solution Training Course
Learning Outcomes
General User Training Course
Meet the Instructor
Expert-led training on solution functionality, best practices, and common use cases
Learning Objectives
Structured courses that provide an introductory understanding and drive effective retention
Course Curriculum
Explore the course structure and scope that will guide your learning experience
Camms.Insights Solution Training

Dive into the Camms.Insights solution training course, designed to empower general users with the skills to create, design, and edit reports seamlessly. Enhance your understanding of Camms.Insights, an intuitive reporting and dashboarding tool that integrates effortlessly with all Camms solutions, enabling effective data analysis for informed decision-making.

Lesson 1 - Solution Overview

Solution Overview

Camms.Insights is a flexible and easy-to-use self-service reporting and dashboarding tool to help with the effective analysis of data you enter into your Camms product suite.

  • Overview of Camms.Insights
Lesson 2 - Accessing Camms.Insights

Accessing Insights

There are two main ways you can access Camms.Insights. In this lesson, get a comprehensive understanding of the different ways you can easily access the Camms.Insights homepage.

  • Accessing Camms.Insights
Lesson 3 - Insights Homepage

Insights Homepage

Your Homepage shows all the reports and templates you have access to. In this lesson, you will get an understanding of the Camms.Insights Homepage, how to access and navigate through it and how to carry out various actions.

  • Homepage
  • Navigation

 

Lesson 4 - Creating a Report

Creating a Report

This lesson will cover the fundamentals of how to create a report, including how to select a data source, designing a report, adding grid report parts, adding data, savings the report, and more.

  • Selecting a data source
  • Designing the report
  • Adding a Grid Report Part
  • Adding Data
  • Saving the report
  • Preview and pagination
  • “Flipping” your report part
  • Adding a Title and Description
  • Right side Property Panels
  • Configuring the Grid Report Part
  • Configuring Fields
  • Add a Separator
  • Add Filters
Lesson 5 - Export and Print Reports

Export and Print Reports

Once you’ve created your detailed report, it’s time to learn how to export and print your report within the Camms.Insights interface. This lesson will guide you through the process of exporting your report.

  • Exporting Reports
  • Printing Reports
Lesson 6 - Email a Report

Email a Report

Emailing is another quick and easy way of exporting your report. Find out how you can easily email your report and customise the email settings directly within the Camms.Insights interface.

  • Emailing a Report
  • Custom Email Settings
Lesson 7 - Subscribe to a Report

Subscribe to a Report

In this lesson, you will get an in-depth understanding of all the steps needed to subscribe to a report within Camms.Insights and why it might be beneficial to do so.

  • Subscribing to a Report
Lesson 8 - Search, Sort and View Reports

Search, Sort and View Reports

When you have several reports configured on Camms.Insights, it can be challenging to work with an disorganised report list. This lesson will show you how you can search, sort and view all your reports for convenience of use.

  • Searching Reports
  • Sorting Reports
  • Viewing Reports
Lesson 9 - Edit a Report

Edit a Report

This lesson will take you through the different ways that you can edit a report, as well as explain the difference between the Quick Edit and Design Edit functions on Camms.Insights.

  • Editing a Report
  • Quick Edit
  • Design Edit
Lesson 10 - Copy, Move and Delete Reports

Copy, Move and Delete Reports

Explore how you can copy, move, and delete reports within the Camms.Insights interface. This lesson will also show you how you can edit and delete report categories.

  • Copying a Report
  • Moving a Report
  • Deleting a Reports
  • Editing a Report Category
  • Deleting a Report Category
Lesson 11 - Report History and Archive

Report History and Archived Versions

Get an understanding of the Report History and Archived Versions functions within Camms.Insights. Discover the different ways you can access and copy previous versions of a report.

  • Report History
  • Archived Report Versions
Lesson 12 - Pivot Grids, Sub Totals and Grand Totals

Pivot Grids, Sub Totals and Grand Totals

This lesson will walk you through the step-by-step process of creating Pivot Grids and how you can easily calculate Sub Totals and Grand Totals on the Camms.Insights interface.

  • Pivot Grids
  • Caluating Sub Totals
  • Caluating Grand Totals

 

Lesson 13 - Add Visuals, Drill Throughs and Cross Filtering

Add Visualisations, Drill Throughs and Cross Filtering

From adding pie charts and line charts, get an in-depth understanding of how to visualise your data, set up Drill Throughs and explore how to use the Cross Filtering function on Camms.Insights.

  • Adding Visualisations
  • Drill Throughs
  • Cross Filtering
Lesson 14 - Add a Pop-up Sub Report

Add a Pop-up Sub Report

This lesson will show you how to add a pop-up sub report.

  • Adding a pop up sub report
Lesson 15 - Additional Data Sources

Adding Additional Data Sources to your Report

This lesson will talk about how to add additional data sources to your report.

  • Adding Additional Data Sources to your Report
Lesson 16 - Adding Calculated Expressions

Adding calculated expressions

This lesson cover show you can calculate the difference between 2 dates and applying your own custom sort order.

  • Combining two fields
  • Calculating the difference between two dates
  • Applying your own custom sort order
Lesson 17 - Using Pre Configured Templates

Using Pre Configured Templates

This lesson will show you how to use pre-configured templates.

  • Using Pre Configured Templates
Lesson 18 - Creating Dashboards

Creating Dashboards

Discover how to create a new dashboard.

  • Using Pre Configured Templates
Lesson 19 - Design Form Report

Design Form Report

This lesson will show you how to create a simple design form report, in order to learn the basics of design forms.

  • Creating a Basic Design Form Report
Assessment

Assessment

Check for yourself how well you know the Camms.Insights solution.

  • Camms.Insights assessment
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