The purpose of this training video is to assist users with using Sandata's BI tool. The video and the attached Power Point presentation will cover the following:
- - Updating the User Profile
- - Reviewing Common Terminology
- - Viewing Cards in the Standard Dashboard
- - Applying Filters to Cards
- - Card Features
- - Exporting to spreadsheet (CSV or Excel)
- - Scheduling Reports
- - Sharing Cards
- - Locating Resources
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