Course Description

The FreeForm Report module introduces one of ControllerView’s key reporting components and shows how to design, configure, and work with reports from creation through output and export. Learners will explore report setup, date configuration, report viewing, formulas, and output generation, while gaining an understanding of drilldowns, reportability rules, edit checks, and error handling.

Through guided lessons and a hands-on exercise, you will develop the skills needed to build and manage FreeForm Reports effectively and confidently within ControllerView.

Category: Platform Courses

Complexity Level: Beginner

  • Target Audience

    ControllerView® Users

  • Course Duration

    ~1 hour

  • Language

    English

Course Curriculum

The curriculum is structured to give you a solid foundation for navigating the platform and understanding its place within the broader implementation lifecycle.

  • FreeForm Report Introduction

  • FreeForm Report Setup

  • Configuring Dates For Preview

  • FreeForm Report Viewer

  • FreeForm Report Output

  • Drilldown from a FreeForm Report

  • FreeForm Report Formulas

  • Reportability Rules & Edit Checks

  • FreeForm Report Errors & Export

  • Exercise