MasterMine for QuoteWerks Training

(2 Hours) At your own pace, using your own database, this course gives you the basic skills necessary to create, modify, and actively use basic reports from MasterMine templates. Includes disussion of your firm's specific requirements in light of what is revealed creating sample reports from your data. Recommended for all users.

Topics Covered

Building Quick Reports

• Parts and functions of the MasterMine "Create Report" User Interface
• Sorting fields for Line-listing (drilldown) reports
• Pre-filtering Data

Basic PivotTable Functionality

• 4 parts of the pivot table
• Filtering in the Page Area
• Displaying in Rows and Columns
• Segmentation: Building local Groups
• Drill-down for listviews
• Drill-down to QuoteWerks
• Creating variations on template reports

MasterMine Toolbar Functions

• Refresh options
• Ease-of-Display functions
• Cloning reports
• Information & security dialog
• Charting

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