Event Summary This webinar is aimed at e xperienced users of passFINANCE modules responsible for financial reporting. It is designed to familiarise users with Microsoft Query to extract information from the finance modules in the passFINANCE database. It will include hints and tips that will enable users to create and maintain reports/queries, allowing them to analyse data from one accounting period to another. Overview We understand the importance and pressure placed on finance departments to analyse data in a variety of formats with ease over many accounting periods. In addition to all the standard reports that are available in passFINANCE we are aware of schools’ requirements to streamline both internal and external reporting. The course has been designed to concentrate on the passFINANCE modules although ODBC can be used to extract data from any area of passFINANCE. This webinar will act as a refresher course for some and a learning experience for others. What will be covered Setting up ODBC Creating new Microsoft Queries Using filters, criteria, parameters Using multiple tables and pivot tables Prerequisites A basic understanding of the passFINANCE modules. Booking The fee for this webinar is £75 plus VAT per delegate. Once your place has been confirmed, we will send you an invoice for payment. Our webinars are hosted using Join Me and connection details will be shared with you one week prior to the event. BOOK ONLINE >

Events Archive

Q: passFINANCE Payroll Plus

Event Summary Learn how to set up the Payroll module efficiently to help manage the ever-growing responsibilities of payroll departments. Overview This course introduces payroll users to the functionality of passFINANCE Payroll. It is designed to aid new and existing payroll users in setting up the Payroll module efficiently to help manage the ever-growing responsibilities of payroll departments in independent schools. What will be covered System Setup: Legislative requirements and multiple payroll setup Paycodes: how to use these most effectively, with examples Teachers’ Pension setup including MDC Using Contracts Processing the payroll including RTI Reporting Nominal Departments and output from the payroll Booking The fee for this webinar is £75 plus VAT per delegate. Once your place has been confirmed, we will send you an invoice for payment. Our webinars are hosted using Join Me and connection details will be shared with you one week prior to the event. BOOK ONLINE >

Q: Marketing Reports in PASS

Event Summary This free webinar is designed to show you a range of our inbuilt reports within PASS, to help your admissions and marketing team gain a real insight into which marketing streams are working best for your school. Overview This webinar is designed to help the admissions and marketing team use the inbuilt reports in PASS to drive the marketing strategy. From analysing key figures to see how different marketing streams convert to the greatest number of prospective pupils, plus the projected number of pupils across different year groups and academic years. It is an excellent reminder for experienced users in how to make the most out of the reports available, or great as training for those new to the admissions and marketing team. What will be covered Grids Editing grid settings Reports Registration conversion report Registration analysis report Places projection report Booking This webinar is FREE of charge and places are limited, so book now to avoid disappointment. Our webinars are hosted using Join Me and connection details will be shared with you one week prior to the event. Please note we do not record our free webinars. BOOK ONLINE >

Q: Introduction to Report Builder in PASS

Event Summary This webinar is aimed at those who are involved in creating reports enabling you to set up, design and produce reports of your choice. Overview This webinar is designed to help your school create a range of reports specific to your data needs. Report Builder is found in many modules of PASS and is a way of extracting data from tables and formatting it in a way that you choose. It is an excellent reminder for experienced users in how to create specific, data-driven reports or great as training those new to Report Builder. What will be covered ODBC Settings Reports using Query Wizard Familiarisation of the toolbars Modifying Reports Adding and adjusting a report from the Report Templates Creating a New Report without the Wizard Toolbar Glossary Booking The fee for this webinar is £75 plus VAT per delegate. Once your place has been confirmed, we will send you an invoice for payment. Our webinars are hosted using Join Me and connection details will be shared with you one week prior to the event. BOOK ONLINE >

Q: Report Builder for School Reports in PASS

Event Summary This webinar is aimed at those who are involved in publishing school reports once the assessment data has been completed by teachers. Overview This webinar is designed to help your school produce its completed school reports. Design the layout of your school reports, importing the assessment data from School Reports into a format of your choice. Use specific colours, logos and data to produce both interim and full school reports. It is an excellent reminder for experienced users in how to create specific school report templates or great as training those new to school reports in Report Builder. What will be covered ODBC Settings Gradesets, Gradeset Grades and Marksets Creating an Interim, Grades only Report Assigning job roles to Steps Creating a Full Report with Comments and Multiple Steps Creating a Staff Proof Reading Report Enhancing Reports with Borders, Logos and Pupil Photographs Booking The fee for this webinar is £75 plus VAT per delegate. Once your place has been confirmed, we will send you an invoice for payment. Our webinars are hosted using Join Me and connection details will be shared with you one week prior to the event. BOOK ONLINE >

Q: Personal grid settings - creating basic reports in PASS

Event Summary This free webinar is designed to show you how to edit personal grid settings in PASS to extract information from the database, a way of creating simple reports. Overview This webinar is designed to help anyone who needs to extract information from their school's PASS database in a concise and simple way. Learn ways to use and edit grid settings to allow you to filter the information you need, sort it and save the settings for future use. It is an excellent way of learning new tips and tricks both for experienced users or for those new to using PASS. What will be covered Grids Editing grid settings Sorting data Using filters and searches Exporting to Excel Booking This webinar is FREE of charge and places are limited, so book now to avoid disappointment. Our webinars are hosted using Join Me and connection details will be shared with you one week prior to the event. Please note we do not record our free webinars. BOOK ONLINE >