Latest News

Aurion Reporting Training

Purpose

Following the implementation of Aurion, an organisation’s focus often turns to reporting and how to make the best use of the reporting facilities that are supplied with Aurion, and those available using external reporting tools.

This training can be customised to include the use of standard Aurion reports, using the Aurion Query Tool, using the cross-module Output function, using Microsoft Excel in combination with Aurion’s flat files, and basic training in using a report writer that your organisation has selected.

The aim of these training sessions is to provide users with an understanding of how the information contained within Aurion is structured and how to extract this information to achieve the required results.

Who Should Attend?

Reporting training is most useful for experienced Aurion users with a need to extract information from Aurion and build specialised reports. It may also be useful for one or more of your organisation’s technical staff to attend.

Prerequisites

Generally, staff should have experience using Aurion and an understanding of the functionality of the Aurion modules your organisation is using.

What Will Be Achieved?

Your staff will gain a detailed understanding of the reporting options available within Aurion and through an external report writer. Normally, the course will cover:

• Using Aurion’s standard reports
• Using the Aurion Query Tool
• Setting up Jobstreams with saved parameters
• Additional reporting controls within Aurion Security
• Using the Output function
• Generating Letters and using Desktop Links
• Extracting information using a report writer

Duration

A standard reporting course will normally take two days and incorporate the topics referred to above with a brief demonstration of a report writer. An additional option available is for an experienced consultant to write customised reports for your organisation. Because reporting requirements may vary considerably from one organisation to another, you may choose to discuss your requirements with a member of our Customer Service Centre. Depending upon your preferences, the training can be run as a presentation or a workshop.

What Preparation Is Required?

Where your preference is for staff training to be hands-on, each attendee requires access to a PC and a normal logon to an Aurion environment. It is also desirable for each PC to have access to a report writer linked to the relevant Aurion database. Aurion is able to assist you with this preparation.