Report Building 101: Visualizing Data in Charts & Graphs

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Master the art of report building using AdvancedInsight to drive practice growth featuring Megan Lewis, product manager of AdvancedInsight.

In this recorded webinar, we’ll explore how you can arrange data points and sorting hierarchy, streamline reporting views, add totals to any grouping, show a percentage on a report and graph, and use custom statements to create new Aging Bucket columns.

You’ll learn essential strategies for report building and data analysis to keep your practice a step ahead of the competition.

Key Takeaways

• Arrange data points and sorting hierarchy
• Streamline your report view
• Add totals to any grouping
• Show a percentage on a report and graph
• Use custom statements to create new Aging Bucket columns that extend past the available 0 to 120 days in A/R buckets