Advanced Report Builder Workshop Series
Advanced Report Builder Workshop Series
Take your reporting capabilities to the next level with our interactive workshop series focused on mastering the Advanced Report Builder. Whether you're looking to generate insightful reports on Activity Records, Authorizations, Billing, or Forms, these sessions offer comprehensive guides and real-world examples to guide you through the process. The step-by-step instructions from the workshops are attached to this article for your reference.
Workshop Dates:
- September 17, 2025 - Workshop Recordings Available Below
- October 9, 2025 - Sign Up Here!
- November 14, 2025 - Sign Up Here!
Important: Please note that signing up for one workshop does not automatically register you for others. Each session requires a separate sign-up.
Workshop 1
Activity Records
- By the end of the workshop, participants were able to create reports using Activity Records and identify the most relevant data fields. They also learned how to add and format these fields to enhance clarity and usability.
Authorizations
- This workshop taught participants how to create and customize reports using Consumer or Authorization data by selecting, formatting, and organizing relevant fields. Attendees learned to apply filters and transformation logic to build clear, purposeful reports tailored to specific needs.
Billing
- By the end of the workshop, participants were able to create reports using billing information and current service rates. They also learned to add and format the relevant fields to ensure the reports were clear and informative.
Forms
- By the end of the workshop, participants were able to create reports using Forms and Consumer Demographics data. They also learned how to add and format the relevant fields to produce clear and meaningful reports.
On October 17th, 2025, the Report Builder AI Assistant will graduate out of
beta and join the full package of SETWorks AI features! From then on,
it will be available through the SETWorks Enhanced AI add-on.
To learn more about this and all our AI features, contact us
at sales@setworks.com.
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