LIVE training: Ironclad Insights & Reporting
Live training on how to visualize and analyze data using Ironclad reporting features, including Ironclad Insights.
When you complete this course, you will be able to:
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- Identify how you can review data on your workflows and contracts in Ironclad
- Describe how Ironclad Insights allows you to visualize and analyze data in Ironclad
- Activate prebuilt charts that visualize standard data needs
- Create custom-built charts for your reporting needs
- Review alternative ways to review data from the Dashboard & Repository
Time Commitment: 90 Minutes
Audience: Ironclad Admins and other users that require visibility into the data & records in your Ironclad instance
Suggested prerequisites: Get to Know Ironclad,Design a Workflow & Manage Records
How can you unlock your data?
This course orients users to Insights, Ironclad's native reporting tool. It starts with an overview of the Insights interface and key terminology, then shows how to generate and utilize the pre-built reports and charts. Next, users will learn how to build custom charts and customize them to meet the needs of their organization. The course concludes with learning about other reporting avenues in Ironclad via the Dashboard and Repository.
What is live training?
Our live training courses are small group, interactive sessions led by a live instructor. Live courses include the ability for learners to ask questions throughout the session, allowing them to learn from the instructor and their peers.
This course was last updated on 07/11/2023
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