What you'll learn

Reporting

Overview

The Report Development Training Course provides a practical introduction to creating and managing reports in the Onfinity platform. The course focuses on how data from Onfinity is transformed into meaningful operational and analytical reports using Crystal Reports, Yellowfin BI, and Onfinity Adhoc Reports.
Participants will learn how to design reports, dashboards, and ad hoc queries, deploy them within Onfinity modules, and manage security and performance to support business reporting and decision-making.

Course Objectives

By the end of this course, participants will be able to:

• Understand the Onfinity reporting architecture and data flow
• Choose the right reporting tool (Crystal, Yellowfin, or Adhoc) for business requirements
• Connect reports to Oracle/PostgreSQL databases used by Onfinity
• Design and format operational and analytical reports
• Build interactive BI dashboards and visual reports
• Create user-driven Adhoc reports with filters and charts
• Deploy reports in Onfinity with proper roles and security
• Troubleshoot common reporting and performance issues

Course Content

• Overview of Onfinity reporting types and use cases
• Onfinity database structure and reporting architecture
• Crystal Reports fundamentals, formatting, formulas, and parameters
• Advanced Crystal Reports features and deployment in Onfinity
• Yellowfin BI report creation, charts, KPIs, and dashboards
• Scheduling, sharing, and managing BI reports
• Onfinity Adhoc report creation using drag-and-drop tools
• Filters, grouping, aggregations, and export options
• Report security, roles, and access control
• Performance optimization and best practices
• Hands-on exercises and practical implementation scenarios