Archer Searches, Reports, and Dashboards

Overview:

This on-demand, self-paced course is designed for users who need reporting skills, but do not need more comprehensive courses designed for Archer administrators, business analysts, or power users. Participants will gain a deeper understanding of creating complex charts and reports using Archer’s advanced search tools, as well as designing dashboards and workspaces to optimize tracking and efficiency.

Audience:

Anyone needing to be reporting experts but who do not need more comprehensive courses designed for Archer administrators, power users, or business analysts.

Delivery Options:

On-Demand/Self-Paced 

Duration:

About 6 Hours

Prerequisite Knowledge/Skills:

• Getting Started with Archer

Course Objectives:

Upon successful completion of this course, participants should be able to:

• Conduct Global and Advanced Searches
• Master Advanced Search Operator Logic
• Manage Data from the Search Results Page
• Create Statistical Reports and Charts
• Configure Report Relationships
• Configure Scheduled Report Distributions
• Design Reports, Dashboards, and Workspaces to Optimize Tracking and Efficiency

Course Outline:

• Introduction
• Login and navigation
• Archer platform basics
• Searches and Reports
• Statistical Searches
• Advanced Reporting Options
• Dashboards, iViews, and Workspaces

To Register:

• Clients & Partners: Go to https://id.archerirm.cloud and log in.
• Employees: Visit your OneLogin page.
• All parties: Click the Archer Academy button to access our portal and search the Store for training of interest.
• New to Archer Training? Click for account setup instructions