Executive: Advanced Reporting including Ad-Hoc

In this two-hour virtual class, your experienced Brightree consultant will guide you through best practices for understanding reporting in Brightree that will help you gain efficiencies in your business processes. Additionally, we help you understand how to easily design your own Ad-Hoc reports for any of your reporting needs. Our key objectives for this class include;

  • Identify type of reports available
  • Identify where to find reports
  • Gain understanding of type of reporting formats
  • How to filter reports
  • Understand how data impacts the reports
  • How to design ad-hoc reports
  • Allow you to ask our consultant questions about your specific training scenarios
  • Allow you to interact and engage with your peers in real time

Date and Time

April 19, 2023 / 1:00 pm - 3:00 pm

Who should attend

Operations Managers and anyone needing to create ad-hoc reports


$99 per student


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