This course is designed for ProspectSoft CRM users who will be using the Infomaker Report Writer tool to design bespoke reports or modify standard reports for their own Company’s use.

It covers basic report writing to produce simple list reports and teaches how to extract data from the database in list formats. The course progresses to teach more advanced report writing techniques including alternative layouts such as Graphical, Tabular, Group and Grid outputs, and Computed fields.

Basic Report Writer Pre-Requisites:

 • A working knowledge of ProspectSoft CRM, what it does and the data it contains.
 • Preferably, experience of using another report writer (Crystal, Access etc.).
 • An understanding of general database structures and how relational databases work.
 • An appreciation of Boolean Logic (TRUE, FALSE outcomes for AND/OR statements).

There is no Accreditation on this Course but there will be a short practical paper at the end to check that trainees have understood how to produce useful reports. Special terms apply for this course so please check current details with the ProspectSoft Sales Office before booking.