If you already use groups/lists in your system and want to learn more, why not come to our bitesize training session next Tuesday afternoon? It will cover creating groups/lists based on activity records, for example your work or referral records, in a number of ways. Have you ever wanted a list of everyone who attended a particular workstream in the last year, or all women in a postcode area who were referred to you in 2019? We can show you how.

We will also look at creating data views based on your activity records, so that you can find the details of what people have attended, or the outcome scores of everyone who attended your advice sessions, for example.

You can see the full outline here.

If you’d like to take your reporting to the next level, get in touch. The training will take place from 2 – 4 p.m. on Tuesday 14th July, and places cost £40 + VAT per person, including a half-hour individual follow-up session for each attendee.