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CapellaFX-Dashboard & Report Writing
October 25, 2017 @ 10:00 am PDT - 11:00 am PDTFree
This training is for Capella users/clients only.
We will take an in depth look into how to setup, use and export reports from the Dashboard.
In addition, we will also review how to build, change and delete custom reports in CapellaFX. This course is designed for current Capella users.
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Participants will be prepared to:
- Learn how to setup and use the Dashboard.
- Navigate the Custom Report Writer feature.
This class is designed to help those with limited CapellaFX exposure to better understand what the Dashboard is and how to use it as well as how to setup and use custom reports within the system. At the end of the class, participants should be able to set up their own Dashboard and Custom Reports in CapellaFX.
Delivery Method: Group Internet-Based
Program Level: Basic (This course is designed for accounting, reporting, finance, or treasury personnel at any level who uses Capella daily or occasionally.)
Prerequisites: Capella Users/Clients Only. Participants should already have a basic understanding of their company’s hedging program in regard to their exposures, trades and overall processes.
Advanced Preparation: None
CPE Credit: NA
For more information regarding refund, concerns, and program cancellation policies, please contact our offices at 408-350-8580.