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Kimble Reports Training - Online, November 17 - 19, 2020

Date: November 17-19, 2020

Time: 9 AM – 1 PM EST/ 2 PM – 6 PM GMT

The course is made up of four sections, the first presented in an on-line self-guided format, followed by three virtual instructor lead sessions:

Foundation (Self-guided training, approximately 4 hours)

  • Kimble Process Subway Map
  • Reporting Framework
  • Reporting Tool Overview
  • Getting started with reports & dashboards
  • Dashboards
  • Access and security
  • Online resources

Standard Content (4 hours)

  • Full list of reports
  • Pre-defined reports
  • Pre-defined report types
  • Data Model
  • Intro to Performance Analysis

Intermediate (4 hours)

  • Reporting Extras
  • Date Values
  • Formulas
  • Targets
  • Trend Analysis / Diagnostics
  • Insights
  • Report types
  • Add custom fields

Advanced (4 hours)

  • Performance Analysis
  • Resource Period
  • Snapshots
  • Field History
  • Resource History


The price for the course is £750 or $950. Places are limited to 12 people per course. This provides access to the interactive material and the instructor lead sessions.

Participants will be required to complete and pass the foundation on-line course before attending the instructor lead sessions.


Participants must have reporting experience or have completed the introductory Salesforce Reporting Trailhead before attending this course.
Trailhead: Reports & Dashboards for Lightning Experience

We recommend also completing the more advanced Trailhead to make the most of the course.
Lightning Experience Reports & Dashboards Specialist

For any questions, please contact Holly Fennel