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|Making the Most of Akoya.net: Dashboards, Searches, and Views, Oh My!||Have you been using Akoya.net for a while, and are comfortable navigating the database, generating reports, and adding data? Then you aren’t a beginner anymore! Our new training webinar takes your Akoya.net knowledge to the next level. We will review terminology and navigation, as well as create personal and system views that work for you. We will learn ways to share views, create dashboards, change home screens, and customize quick searches. By the end of this webinar, you will be equipped to make the most of your Akoya.net!|
|Seeing Double? No, That’s Just a Duplicate Record||Learn how to use Akoya.net’s built-in duplicate detection system to find and remove unwanted records!You’re not alone if you have duplicate records in your database, or which one to choose when completing a transaction. In Akoya.net, the system is designed to alert you immediately if it is detecting a duplicate, and then prompt you to take action. Most users just want to complete their transaction and are unsure of the steps, so they move past the prompts without cleaning up the duplicates. It’s okay – we can help you with that! In this session you will:Learn the key fields to identify a duplicate recordLearn how to detect duplicates in a batch and merge themLearn how to merge duplicates ad hocUnderstand your database settings and the wizard to enhance duplicate detectionLearn how to set up duplicate detection rules that work for your organization|
|Workflows 101||You’re not maximizing your database until you put workflows to work. Automating processes saves time and helps to ensure consistency. In this session we’ll learn the anatomy of a workflow to understand what they do, and how to compose new multi-step processes that create or update record, send email, assign tasks and more.|
|Accounting FAQ: Preparing for your Audit||This webinar is intended for users of Community Pearl’s accounting features. We’ll discuss examples of the most frequently asked accounting questions, with a special focus on what you need to do to prepare for an audit. Discussion is encouraged so that all participants have the opportunity to learn from each other. Topics include:What to do to prepare for auditAccount 2999Accounting for Agency Funds (keeping track of the liability)Running Queries for audit reportsParticipant generated questions|
|Best Practices and Pearl Basics||A great introduction for newer Pearl users—or a helpful refresher for the more experienced—you’ll come away from this webinar with a basic understanding of several of Pearl’s tools and features and the know-how to effectively incorporate these into your work. This quick-start session gets you up and running with a variety of essentials that allow you to successfully navigate Pearl to find, display, and use data. Until you have the opportunity for more extensive training, use this webinar to familiarize yourself with various useful Pearl topics.|
|Data Entry for Pearl Novices||A useful introduction for those who are new to Pearl, you’ll come away from this webinar with a basic understanding of Pearl’s structure and the know-how to effectively find and add the data you need. This quick-start session gets you up and running until you have the opportunity for more extensive training. Great, too, as a review for more experienced users on how to maximize efficiency with Pearl’s many helpful, time-saving features.|
Learn to:Understand Pearl’s structure, including the uses of and relationships between different formsUse Pearl’s Find function to look up look up, change or add informationApply standard Pearl data entry practices to make data entry quick, easy and accurateTake advantage of time-saving data entry shortcutsAvoid common data entry mistakes such as creating duplicate Name and Address records
|Formatting Reports: Intermediate/Advanced User||Create great looking reports and present in-depth data analysis with the skills taught in this webinar. In this session you will learn to use hard to find formatting options, do more complex calculations and analysis, and structure reports with multiple columns or subsections.|
Topics include:Formatting tips to prevent white space & extra pagesFormatting tips for different types of headers and footersFormatting tips for text, numbers and datesCreating subreportsCreating multi-column reportsCalculating totals and statistics
|Importing/Exporting Data with Pearl||Never type the same thing twice? How about never typing again? Avoid time-consuming and error-prone data entry by importing and exporting information directly into and out of Pearl. Importing/exporting functions can streamline a variety of tasks. For example, import information collected from a website, online grant application system, or other sources. Export Pearl data to a variety of file formats to easily share with board members, collaborators, vendors or others.|
Gain the step-by-step know-how to confidently import and export data, and discover situations where you could save time with these processes. This webinar is intended for users already proficient in Pearl data entry practices.
|Maintain an Accurate Database with Duplicate Finder||Duplicates happen! Whether through everyday data entry errors or issues related to converting or importing data, duplicate records can find their way into the “cleanest” database despite your best efforts and decrease the reliability and functionality of your data.|
Fortunately, Pearl is equipped with an easy way to remove these duplicates! Pearl’s de-duping utility, Duplicate Finder, transforms de-duping from an overwhelming and time consuming manual task to a faster, easier and mostly automated process.
This interactive session provides an in-depth examination of the Pearl Duplicate Finder process—from identifying duplicates to removing them. A fundamental skill for anyone who uses Pearl, this webinar is intended for basic level users on up. Great for brand new and experienced Pearl users alike who would like to gain confidence using this helpful tool.You will learn:
· Best practices for preventing duplicates
· How to use duplicate finder for regular maintenance
· How to use duplicate finder to resolve individual duplicates
|Mastering Merge Letters||You can zip through large or complicated mailing projects when your merge letters and Pearl work together. Merge letters and emails allow you to automate the generation of communications intended for specific groups and tailored for specific criteria. This webinar provides an introduction to/review of the basics of this fundamental Pearl skill, and also covers more advanced topics such as: Setting up letters to automatically fill in Pearl fields; Inserting fields in your letters that allow you to personalize and/or specify the content of your letters each time they are run; Using Pearl’s Merge to Chronicle function; and more! This webinar is great for users ranging from basic to intermediate Pearl or Access in experience.|
|Queries 101||How many mailing labels do I need in order to send out this year’s annual report? How many grant awards did we make this year? How much have we received in gifts over the last 3 years?|
Any question that you can imagine asking of your database can be answered by a query! This webinar will give you the basic tools you need to start building your own queries and unlock Pearl’s true potential. You will learn how to:Understand how and when to use different types of queriesRun and modify an existing queryDissect a query and learn its component partsBuild a new query from the ground upExport your query results to Excel
|Queries 102||Intended for users who are already familiar with query basics, this webinar takes your query-building savvy to the next level. Learn how to create more complex queries with topics including:Using multi-level sorting to sort on more than one columnUsing advanced criteria to make your queries more specificUsing both Pearl and Access Functions (e.g., add dates, or to pull out parts of a fieldsuch as the first- or last-name of the Name field)Comparing fields within a query (e.g., compare the Grant amount to the Requestedamount)Identifying helpful records in the query, such as finding the Top Value of a certain field|
|Queries 103||Intended for intermediate to advanced users, this webinar gives you the knowledge to build more specific and complex queries such as Group By and Crosstab queries. These queries are useful for quickly determining totals for groups of records, and they are valuable for summarizing data in annual reports.In this webinar, you will learn how to:Build and understand a Group By queryUse a Group By query to quickly aggregate data and provide totals, counts, and averages for groups of recordsBuild and understand a Crosstab queryUse the Crosstab query to create a matrix of data with totals|
|Queries 104||This webinar is intended for intermediate to advanced users who want to get the most out of their queries. Learn how to achieve the results you want with topics including:Getting different results each time you run the query with user promptsUsing conditional statements (if this, then that, otherwise that) and multiple conditional statements (if this A, then that A, if this B, then that B, etc.)Creating your own alias when using the same table multiple times in a queryAdding tables to a query so your results are more descriptive and less cryptic or symbolicUsing domain aggregate functions to calculate values (i.e. DSum or DCount)Adding a subtable to a query to access information stored in a different part of the database (payments are often stored in subtables)|