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Welcome to the Basic Report Creation Beta Test group!


Level 3

Thanks for your willingness to participate in this beta test!

In our Beta group we have:

  • 30 people, from 22 different companies, and 4 department types.
  • The experience level breakdown is:
    • 7 Advanced
    • 12 Intermediate
    • 11 Beginner.
  • The access level breakdown is:
    • 5 Planner
    • 5 Group Admin
    • 20 System Admin.

This Beta test started Feb 1, 2021 and will end on May 21, 2021.

During this timeframe we’re asking each participant to:

  1. Take all the courses in the Basic Report Creation training program, if you haven't already. Here's a link to it:
  2. Be sure and complete all activities that go with a course.
  3. Please fill out the End of Course survey for each course. Use the unique survey link included in your acceptance email. If you need me to resend it just let me know.
  4. Please post all your comments and questions about the courses in this group. That way everyone on the Beta team can see them and collaborate.
  5. If you have any other questions feel free to email me directly.
  6. Attend as many of the Zoom Brainstorming sessions as you are able.

The goal for this Beta test is to improve the existing Basic Report Creation program, and future reporting programs. We will be updating the Advanced Report Creation program and would love to hear any ideas you may have for that. Please post any suggestions you may have in this group.



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