January, 2017
From the Editor
As you will read in the Tips section, I have recently published the first of several videos intended to make learning how to run and modify Business Warehouse reports easier. In this case, the new video demonstrates how to use the online Help search facility to quickly look for answers to your BW reporting questions.
As always, I hope you find this issue of the Newsletter informative. Please let me know if you have any questions, comments, or suggestions for future BW Newsletters (and videos!).
Bill Stewart
Reporting News
Funds Management: Changes to existing reports
Several FM reports were recently modified by removing Free Characteristics that were or whose values never changed. The list of reports and associated Characteristics is too long to include here, but we think you will find the reports cleaner and easier to use. Take a look and let us know what you think!
Training Calendar
January / February Training Opportunities
Upcoming Intermediate-level Workshops
Grant Management Reporting – jointly led by Shelly Stewardson and Bill. The session is driven entirely by questions from participants, so sign up and bring your questions! Learn more / register to attend.
Introductory Workshops
As always, an assortment of introductory workshops will be offered. These sessions present to new employees – or employees assigned a new business role – the fundamentals of reporting for a particular subject area. The sessions are a great way to review material, too. Even if you previously attended an intro session, you are likely to learn new things about reporting – or to be reminded of concepts that you had forgotten.
Click on any of the following links for a course description and/or to register for an upcoming session:
Supplier Resource Management Reporting
Labor Distribution (Payroll) Reporting
Tips & Tricks
Questions about BW reporting come up all the time.
What’s the quickest way to find answers to your questions? Use the available online Help Resources.
What’s the best way to find what you’re looking for within the Help area? Use the search facility
How do you use search? The search box – available on every page in the Help area – provides a simple way to look for answers. How to use the search box is explained in this brief video. Take a minute and a half to watch the video now to save yourself a lot of time when you have questions in the future.
End Notes
Custom Training Sessions
Have you ever thought that it would be really useful if you could get members of your department together with a trainer to focus on BUworks functionality that is specific to the work your department does? I’m happy to work with any department or group that would like to develop and conduct a custom basic- or intermediate-level reporting training session. There are only two requirements for such a session: (1) input from the group is necessary to develop a relevant agenda, and (2) the group should include four or more employees. If you’re interested in discussing the development of a custom session for your department or school/college, contact me via email or give me a call at 617-353-6382.
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