This course is aimed at users with an understanding of how Charitylog reporting operates.
Attendees will need to have access to the relevant sections via Group Access. They may also be responsible for writing monitoring reports or providing feedback to funders/commissioners.
This short course will go through several key areas that can be used to create pre prepared report templates for your regular requirements.
The following topics will be covered:
o What is a report template?
o Creating a basic template (Selecting the only the fields needed)
o Creating a template to summarise data
- Contents of Lookups (Validations)
- countif function
- Cell references
- Charts
o Using countifs