HI Kelly,
I'm going to be posting a Tip of the Week on reporting next week which includes information on naming and coding conventions as Michelle noted previously.
We are using the following:
Year- Month-Date | Event Title | Internal Job # (whatever your organization uses)
YEAR-MODA | Event Title | Internal Job#
Example: 2021-0402 | Virtual Wine Tasting | JOB00000
This allows people to sort by date and identify by several values. We will be using this naming standard across multiple solutions. Having a consistent coding and naming standard will provide data integrity and assist your team with cross solution reporting and event management.
@Beline Falzon I agree with Michele, what are you using?
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Loretta Peterson
Events Associate
CDW
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Original Message:
Sent: 04-01-2021 09:11
From: Kelly Ohlert
Subject: Organizing New Reports in Access Portals
Looking for a way to organize reports. We have for example, one planner who does 100+ events a year, who would like to have her reports categorized by active meetings, and past date meetings, so that she can still pull older ones if she needs to, but they're separate from her active ones for easier viewing. On parked reports we accomplished this by giving her 2 separate parked report groups for archive and active, but that doesn't quite work with an access portal log-in. I saw a help article mentioning something like this with dashboards, but working with near 200 separate planners each year, creating a dashboard for each of them isn't feasible. Is there a way to categorize their reports like this? Thanks in advance.
#ReportingandInsights
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Kelly Ohlert
Manager of Operations Groups
Stryker
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