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Virtual Marketing Training: Data Assembly in ExecuTrax
August 16, 2022 @ 10:00 am - 1:00 pm CDT
This introductory three-part series is designed for new users of ExecuTrax, Business Insights, and/or the DocuMatix Digital Platform. Much of the training will involve hands-on navigation through each of the products so attendees should have access to the software prior to training.
Day 1 will focus on ExecuTrax; specifically:
* Importing Data
* Monthly Balancing
* Lookup Table Review
* FileSet Overview (Daily vs. Monthly)
* Understanding the Status Bar & Navigating FileSets
* Understanding Data points through Filtering