The document discusses creating insightful reports in Administrate. It provides examples of different types of reports including a future events summary, sales pipeline report, and forecasting revenue report. It also outlines the keys to successful reports such as understanding who the report is for and what business question it is trying to answer. The document concludes by explaining how to set up scheduled reports by creating a communication template, attaching the report, and setting up a communication trigger.

1. Creating Insightful
Reports
Gilles Bell
Account Manager
gb@getadministrate.com
0131 460 7305
support@getadministrate.com

2. Agenda
1. Why do reports?
2. Keys to successful reports in Administrate
3. Example Reports
4. Setting up Scheduled Reports in Administrate

3. Why Do Reports?
•Financial Forecasting/Overview
•Events summary
 Past & Future
•Course Occupancy
•Sales
 Pipeline Report
 Closed deals
 Archived opportunities

4. Key to Successful Reports in ADM
•Who is the Report for?
•What business question am I trying to
answer?
•What part of the system is it reporting on?
•How would I like the data presented?
•How do I want the data sorted?

5. Example Reports - Future Events Summary
• Who is it for? – Management, Administrative Staff
• What business question am I answering? – Show me all my
future Events by month so I have a full overview of operations
• What part of the system is it reporting on? – Events
• How would I like the data presented? – No. Days, event title,
start date, start time, end time, no. delegates, public or private,
instructor, location, active or draft
• How would I like it sorted? – Sectioned by month, ordered by
start date

6. • Who is it for? – Sales
• What business question am I answering? – To get an
overview of my pipeline by salesperson including event
interests
• What part of the system is it reporting on? – Sales
Opportunities
• How would I like the data presented? – Salesperson name,
opportunity name, step, course code, task description, client
name, account name, email, telephone
• How do I want it sorted? – Sectioned by salesperson,
ordered by step and date
Example Reports – Sales Pipeline Report

7. • Who is it for? – Management, Accounts
• What business question am I answering? – How much
revenue can we expect over the next X months, how much
have we already got
• What part of the system is it reporting on? – Events
• How would I like the data presented? – Course code, Start
Date, Event Title, Forecasted Revenue, Actual Revenue
• How do I want it sorted? - Sectioned by event in order of start
date with Totals.
Example Reports – Forecasting Revenue

8. • Create a Communication Template
• Attach Report to Template
• Create a Communication Trigger
• Who is it going to
• How frequently
Sending Scheduled Reports

9. Creating Insightful
Reports
Gilles Bell
Account Manager
gb@getadministrate.com
0131 460 7305
support@getadministrate.com