Advanced Report Builder
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 ...
SETWorks Webinar - Advanced Report Builder
Recording On June 18th, 2025, SETWorks hosted the first part of a three part series of live webinar about the Advanced Report Builder in SETWorks. You can view the recording from the link below: https://youtu.be/WButDsvCMHI On July 16th, 2025, ...
Report Builder Assistant - SETWorks AI
SETWorks AI Assistant for the Advanced Report Builder Overview: The SETWorks Advanced Report Builder (beta) includes the SETWorks AI Report Builder Assistant, designed to simplify your reporting experience. This article will guide you on how to ...
Reports - Number Stored as Text
Number Stored as Text Occasionally when working with Reports, a report exported to Excel will display a warning saying "Number Stored as Text". This article demonstrates a few easy ways to convert the field from Text into a Number. Recognizing Number ...
Creating Your First Report in the Advanced Report Builder
Creating Your First Report in the Advanced Report Builder Watch the video: Creating your first report - watch the video Step-by-step instructions: To open the Advanced Report Builder, click on Settings, then Provider Build, and then the "Advanced ...