Archer Reporting Essentials – Archer Community

Archer Reporting Essentials (previously known as Archer Searches, Reports, and Dashboards) is an on‑demand, self‑paced course designed for users who need strong reporting skills but do not require the more comprehensive training intended for administrators, business analysts, or power users. Learners gain hands‑on experience creating complex charts and reports using Archer’s advanced search tools, and designing dashboards and workspaces that improve tracking, visibility, and efficiency.

Audience

Users who need to become reporting experts but do not need administrator‑level or power‑user training.

Delivery Format

On‑Demand / Self‑Paced — includes up to one year of access to course materials and 20 runtime lab hours over a 4‑week lab window

Duration

Approximately 6 Hours

Cost

500 Training Credits

Prerequisite Knowledge

Completion of Getting Started with Archer or equivalent experience.

Learning Objectives

Upon completion, participants will be able to:

Conduct Global and Advanced Searches
Apply advanced search operator logic
Manage data directly from the search results page
Create statistical reports and charts
Configure report relationships
Set up 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

How to Register

Clients & Partners

Visit https://id.archerirm.cloud
Sign in to your account.
Select Archer Academy to access the learning portal.
Search the training catalog for this course name and purchase it and add it to your learning dashboard.
If using training credits to cover the cost, please contact us for enrollment assistance.

Employees

Sign in through the OneLogin portal.
Launch Archer Academy.
Browse or search the training catalog for this course name and add it to your learning dashboard.

New to Archer Training?

Need an account before you can register? Access the Account Setup Instructions to get started and gain access to Archer Academy and its training resources.