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How can you create a rolling report that can be pulled with live data as and when i.e. incidents from previous month, quarter without having to enter the dates manually every time?
Ah, brilliant!
So the section 1 teaches about how the system works and how to build a page/layout. Section 2 covers how to pull data and build tables. Then section 3 is building tables to then create charts and the final exercise is the quarterly dashboard, but in order to pass your accreditation i'd suggest keep working through so it's all fully completed. You're almost there!
Thanks
Hi Aden,
Thanks for your response. I have started the Report Builder training and on currently on section 2. If it's demonstrated in Section 1, can you highlight at what point this is in the training and i will refer back to it?
Many thanks
Laura
Hi Laura!
Yes absolutely! I'd suggest completing our report builder training as it shows you exactly how to make a rolling incidents quarterly report/dashboard, then you can change the date range to be months/weeks/days/years whatever you fancy: https://inphase.zendesk.com/hc/en-us/articles/10533780676125-Report-Builder-Training-Section-1-Start-here
Thanks!
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