Reports

This track provides staff members who are responsible for reporting tasks with the core knowledge required to use Applied Epic to build and generate necessary reports. ER100 Basic Reports applies to anyone who utilizes reports and may be sending these to other employees’ Reports Quick View areas for viewing. The advanced sessions are more granular and delve further into customizing reports and utilizing reports for sales marketing efforts.

Click the link to review a comprehensive list of all Applied Epic live courses as well as the dates and times that each course is offered with a live Product Instructor. Applied University recommends that all courses be taken live, where available, allowing you to interact in the session and ask any questions you may have.

All courses are available as recorded sessions that can be taken at any time to accommodate your schedule. When taking a recorded course, please take notes and bring any questions to Office Hours where a live instructor will be available to answer your questions. Office Hours are held daily Monday through Friday from 8:30 AM - 9:30 AM CT, and from 3:30 PM - 4:30 PM CT.

All times listed in Applied University and on the training schedule are Central Time.
If a live course (excluding Office Hours) has no registrants 24 hours prior to the start of the session, registration will be closed.

Courses

  • The Reports track includes the following courses:

  • Course # Course Name Objectives Live Recorded Time Materials
    ER100
    		 Basic Reports
    Access Reports/Marketing Area
    Customize Reports for your Agency
    View a Report through Report Quick View
    		 Register  Launch 40 PDF
    ER200
    		 Advanced Reports I
    Utilize Output Builder
    Recognize Data Columns, Data Fields, Data Field Editor
    Discern Where and How to Use the Total Function
    		 Register  Launch 29 PDF
    ER300
    		 Advanced Reports II
    Add a Conditional Detail Region
    Use Formulas in the Report Layout
    Increase Report Efficiency by Using Conditional Total Fields
    		 Register  Launch 30 PDF
    ER400
    		 Marketing Reports
    Utilize Fields for Future Marketing
    Create a Marketing Campaign
    Import Prospects
    		 Register  Launch 49 PDF
    ER500
    		 myEpic Reports
    Understand reporting functionality for myEpic
    Utilize report output to make management decisions
    Increase efficiency by identifying bottlenecks in workflows
    		 Register  Launch 19 PDF
    ER600
    		 Epic Sales Automation Reports
    Understand Dashboard Reporting
    Utilize Epic Sales Automation Reporting Capabilities
    		 Register  Launch 32 PDF
Interactive Tutorials