Camms.Insights is a comprehensive, integrated report writing tool, which allows users to generate and develop their own reports in a quick and easy manner. It offers a user-friendly, drag-and-drop interface that allows you to design custom reports and dashboards with ease, regardless of your technical proficiency. This course equips users with step-by-step guidance on how to leverage Camms.Insights' features for better, more confident reporting. Learn to configure data sources, build and edit dashboards, create custom reports, distribute reports, and use pre-configured templates.
Kisholi, a Senior Solutions Consultant at Camms, has dedicated over two decades of her career to business analysis and product management. Her passion lies in harmonising technology solutions with the distinct needs of businesses. Consulting across a myriad of industries, Kisholi ensures that Camms' solutions not only effectively address problems but also maximise value for organisations. She holds a Master's degree in Information Management and is a certified SCRUM Product Owner, further solidifying her expertise in the field.
Dive into the Camms.Insights solution training course, designed to empower general users with the skills to create, design, and edit reports seamlessly. Enhance your understanding of Camms.Insights, an intuitive reporting and dashboarding tool that integrates effortlessly with all Camms solutions, enabling effective data analysis for informed decision-making.
Solution Overview
Camms.Insights is a flexible and easy-to-use self-service reporting and dashboarding tool to help with the effective analysis of data you enter into your Camms product suite.
Accessing Insights
There are two main ways you can access Camms.Insights. In this lesson, get a comprehensive understanding of the different ways you can easily access the Camms.Insights homepage.
Insights Homepage
Your Homepage shows all the reports and templates you have access to. In this lesson, you will get an understanding of the Camms.Insights Homepage, how to access and navigate through it and how to carry out various actions.
Creating a Report
This lesson will cover the fundamentals of how to create a report, including how to select a data source, designing a report, adding grid report parts, adding data, savings the report, and more.
Export and Print Reports
Once you’ve created your detailed report, it’s time to learn how to export and print your report within the Camms.Insights interface. This lesson will guide you through the process of exporting your report.
Email a Report
Emailing is another quick and easy way of exporting your report. Find out how you can easily email your report and customise the email settings directly within the Camms.Insights interface.
Subscribe to a Report
In this lesson, you will get an in-depth understanding of all the steps needed to subscribe to a report within Camms.Insights and why it might be beneficial to do so.
Search, Sort and View Reports
When you have several reports configured on Camms.Insights, it can be challenging to work with an disorganised report list. This lesson will show you how you can search, sort and view all your reports for convenience of use.
Edit a Report
This lesson will take you through the different ways that you can edit a report, as well as explain the difference between the Quick Edit and Design Edit functions on Camms.Insights.
Copy, Move and Delete Reports
Explore how you can copy, move, and delete reports within the Camms.Insights interface. This lesson will also show you how you can edit and delete report categories.
Report History and Archived Versions
Get an understanding of the Report History and Archived Versions functions within Camms.Insights. Discover the different ways you can access and copy previous versions of a report.
Pivot Grids, Sub Totals and Grand Totals
This lesson will walk you through the step-by-step process of creating Pivot Grids and how you can easily calculate Sub Totals and Grand Totals on the Camms.Insights interface.
Add Visualisations, Drill Throughs and Cross Filtering
From adding pie charts and line charts, get an in-depth understanding of how to visualise your data, set up Drill Throughs and explore how to use the Cross Filtering function on Camms.Insights.
Add a Pop-up Sub Report
This lesson will show you how to add a pop-up sub report.
Adding Additional Data Sources to your Report
This lesson will talk about how to add additional data sources to your report.
Adding calculated expressions
This lesson cover show you can calculate the difference between 2 dates and applying your own custom sort order.
Using Pre Configured Templates
This lesson will show you how to use pre-configured templates.
Creating Dashboards
Discover how to create a new dashboard.
Design Form Report
This lesson will show you how to create a simple design form report, in order to learn the basics of design forms.
Assessment
Check for yourself how well you know the Camms.Insights solution.