Overview
The Flexible Pepri course provides a step-by-step guide for designing a client statement using the flexible Prepri reporting functionality.
Course duration
1 day.
Who will benefit
The course is mainly geared towards those within your company who will be responsible for designing and maintaining client statements (Prepri).
Objectives
To provide the skills and the knowledge to maintain and troubleshoot the flexible Prepri.
What skills will delegates gain?
This course will enable participants to:
- Understand the flexible Prepri report and what it is used for.
- Understand the use of templates by flexible Prepri.
- Identify and explain the different available types of template.
- Navigate around a template.
- Understand the Pre-detail, Detail and Post-detail sections of the template.
- Understand Expansion breaks and M.S.I.`s and when they are used.
- Set up a CONTRAC, ACCOUNT and HEADERS template, defining the relevant fields for each type of template.
- Set up a report definition using the templates previously designed.
- Understand how the sorting order in the report definition affects the data.
- Understand when and how exception templates are used.
- Set up an exception template and add it to the report definition.
Prerequisite
Familiarity with the main reporting functions in RANsys would be an advantage.
Follow on courses
None.
This course can be done in conjunction with Reporting and Enquiry (REPO).
Course contents
- Prepri overview
- Template design
- Prepri report definition
- Trouble shooting output and formatting issues
- Exception templates
For more information on this or any of the courses on offer please email us at training@rolfeandnolan.com |
