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Topics and notes for CUNYfirst Reporting Instance training sessions for Query Managers.

Group the topics and consider time required for coverage of topic. The idea is to schedule some 1-1.5 hr training sessions for Query Managers. We'll record these sessions so they are available for later reference by others.

Basic Training Topics

  • Production Reporting vs Reporting Instance
  • Permissions and access for the Reporting Instance - roles and SACR (reference the form)
  • Locating the Reporting Instance
  • Public query versus private query
  • Viewing public and private queries

 

Intermediate Topics

 

Advanced Topics

 

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