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Phase

Duration 

Training Overview

Phase A

Basic training for end-users

3 hours

(2:30 hour recorded lecture, 30 minute live Q&A) 

  • Introduction
  • Analytics reports gallery overview
  • How to create and copy reports
  • How to create reports based on templates
  • How to set permissions for reports
  • How to export reports to Excel, PDF or Microsoft SharePoint Web Parts
  • How to set an email distribution list for scheduled reports
  • How to drill down report data

Phase B

Advanced training for end-users

3 hours

(2:30 hour recorded lecture, 30 minute live Q&A)

  • How to create ad-hoc reports and display real time data
  • How to search Object Explorer
  • How to select templates for an item in Object Explorer
  • How to set view permissions for items in Object Explorer
  • How to display data for deleted SharePoint items in Object Explorer
  • How to publish reports using the CardioLog Analytics Reports SharePoint feature
  • How to create report templates
  • How to configure data collection filters
  • How to create and configure surveys and message bars
  • How to display tailored content in SharePoint to different visitor segments

Phase C

Practical training workshop for end-users

4 hours

(Live - 2 hours of basic training; 2 hours of advanced training)

  • Design custom analytics reports
  • Create reports based on your analytics requirements
  • Create surveys and message bars to engage your portal audience and collect user feedback
   

 

Administrator Roles

This training is designed for CardioLog Analytics system administrators.

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