WorldShare Reports training by topic
Informes de WorldShare
Empiece por aquí: Informes estándar
In this nine-minute video you’ll learn about WorldShare Reports, specifically standard or pre-defined reports. You’ll learn how to access the reports, and how to use user prompts and input controls to select data for the report, and view or filter that data.
Programación de informes
In this 8-minute video, you'll learn how to schedule reports (including selecting a destination), and how to retrieve scheduled reports.
Opciones de exportación
In this two-minute video, learn about exporting reports in specific file formats that can be used outside WorldShare Reports.
Diseñador de informes WorldShare
Users of Report Designer will benefit from using the WorldShare Reports training as a starting point (Start here: Standard reports, Scheduling reports and Export options)
For additional Report Designer learning options, please see the following materials:
WorldShare Report Designer: Terminology and interface
In this self-paced tutorial, you’ll learn about terminology used in WorldShare Report Designer, and practice navigating in the Report Designer interface.
Exploring the data
This exercise consists of 12 questions and answers, designed to familiarize you with these reports, universes, and data elements.
Crear un informe
In this seven-minute video you’ll learn how to use WorldShare Report Designer to create a simple report.
Ordenar y dar formato a un informe
This seven-minute video demonstrates how to sort and format reports, including switching between portrait and landscape modes, aligning and wrapping text, and repeating a table header on each page.
Cálculos y fórmulas
This six-minute video demonstrates using functions to calculate sums, counts, or averages in a report; inserting breaks to calculate subtotals; and creating simple formulas.
Controles de entrada
In this six-minute video you will learn why and how to add input controls to a report in WorldShare Report Designer.
Gráficos
After watching this six-minute video, you will be able to select a chart type, add a chart to a report and format it, and turn a table into a chart.
Informes de universos múltiples
In this thirteen-minute video, you’ll learn how to create multiple universe reports in WorldShare Report Designer. People also refer to this task as making cross-universe reports, or merging data from different universes.
Variables
After watching this nine-minute video, you will be able to determine when to use a variable, differentiate three kinds of variables, and create and use variables in reports.
Guardar y recuperar informes
In this six-minute video you’ll learn about options for saving and retrieving reports you’ve created in WorldShare Report Designer.
Modificar un informe existente
In this ten-minute video you’ll learn how to modify existing reports. These could be standard reports, or reports that you have previously created in Report Designer.