Training Courses

• System Administrator Training
  A great way to learn how to configure and maintain your Workbooks system.  We recommend at least one person in your organisation attends this course.
• Reporting Training
  An introduction to all the main features and functions of Workbooks reporting and dashboards.  We recommend that all customers have at least one person in their business who is familiar with reporting.
• Developer Training
• If you want to automate processes in Workbooks or integrate with third-party tools, this course is invaluable.  

Workbooks System Administrator Training Course

Duration: 2 Days

Cost: £895 per attendee

Upcoming Dates

Description

The ‘Workbooks System Administrator Training’ course is invaluable in teaching you all the elements you need to know in order to set up and maintain your Workbooks system. This is an instructor-led classroom based course, delivered using a mixture of demonstrations and exercises for you to complete.

Whether you are undertaking your own implementation or working with us on a shared implementation, it’s important that you understand the principles of how the product works so you can undertake the work confidently and take ownership of your database.

Course manuals will be provided.

To enquire about dates beyond those shown above please contact training@workbooks.com.

Who should attend?

This course is designed for users who have the responsibility for setting up, configuring and maintaining your Workbooks system, as well as anyone with responsibility for importing data into the system or for writing reports to show the key metrics for your business.

What will I learn?

On completion you will be able to: 

• Set up your Users, giving them access to the areas of functionality relevant to their job role;
• Create new databases with/without customised configuration and data;
• Import new data and update existing records;
• Configure your records to support your company’s objectives and ensure that all data important to you is captured;
• Customise the environment to make using Workbooks easy and ensure that all data important to you is captured.
• Format templates so that routine data is displayed consistently, including creating professional documentation that can be sent to your customers and prospects;
• Build simple template reports to display your key business data.

What are the course prerequisites?

The only prerequisite for delegates is:

1. Our Workbooks System Administrator Pre-Course Video must be watched prior to attendance to ensure the course content flows and is easily understood.  A link to the video will be included in your booking confirmation and reminder emails.  The video is approximately 22 minutes in duration and the course assumes you have watched it so please ensure you do.

Do I need any special knowledge to take part?

You don’t need to be a technical wizard to become a proficient System Administrator. However, experience of working with databases and/or a reasonable understanding of an application like Microsoft Excel would be helpful, along with a good overview of your organisation and what you intend to use Workbooks for.

Course Outline

Location of the Course & Directions

Our Workbooks office in Reading:

Unit 9, Suttons Park Avenue, Reading, RG6 1AZ. United Kingdom.

Please don’t rely on your sat nav to find us as they aren’t always as accurate as we’d like them to be.

For a map of our location please visit our Contact Us page.

Workbooks Reporting Training Course

Duration: 2 Days

Cost: £895 per attendee

Upcoming Dates

Description

Once Workbooks is your ‘single point of truth’, you want to use it to help you monitor your business and to make insightful decisions.  Our 2-day Reporting course will introduce you to the basics of building Reports and Dashboards so you can share accurate information with your colleagues and stakeholders.  It also covers configuration using Reports / Dashboards.  This course is delivered face-to-face by an instructor, and gives delegates plenty of opportunity to get valuable experience by completing exercises within our trial database.

Course manuals will be provided with lots of space for you to write notes about what you learn and about aspects of the training that are important to you.

To enquire about dates beyond those shown above please contact training@workbooks.com.

Who should attend?

This course is designed for users who have the responsibility for producing Report and Dashboards within their company.  

What will I learn?

On completion you will be able to: 

• Select the best method for creating your new Reports and identify which record type you should start with.
• Create multiple views of data, presented in the way that best suits the audience for that Report.
• Use commonly used reporting functions.
• Share data with the appropriate users.
• Enhance the configuration of your database using Reports and / or Dashboards.

What are the course prerequisites?

These are no prerequisites for this course but we do recommend that delegates are familiar with the way in which their database has been set up. 

Do I need any special knowledge to take part?

No, you don’t need to be particularly technical to understand Workbooks reporting but a good grasp of basic mathematics is helpful.  Delegates who are already familiar with Excel and using formulae tell us that they find Workbooks reporting very straightforward.  Whilst the training is carried out in a trial database it’s also useful if delegates have an idea of the sorts of reporting they’ll be doing in their live environment.

Course Outline

Location of the Course & Directions

Our Workbooks office in Reading:

Unit 9, Suttons Park Avenue, Reading, RG6 1AZ. United Kingdom.

Please don’t rely on your sat nav to find us as they aren’t always as accurate as we’d like them to be.

For a map of our location please visit our Contact Us page.