DevonWay
Users | Searching and reports | DevonWay
This course collection is designed to help users master the platform’s powerful search capabilities. From understanding the basics of keyword searches to navigating search results and using advanced filtering tools like Quick Filters, each course builds your confidence and efficiency. Whether you're new to the system or looking to sharpen your skills, this series will help you find the information you need—faster and smarter.
Curriculum content
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This short course teaches you how to use the platform’s search bar to quickly find the information you need. You’ll learn how to search across modules, apply filters, and use advanced keyword techniques to refine your results. Perfect for users who want to work more efficiently and confidently within the platform. 4 - 5 mins Learning objectives: ü Find keywords and phrases. ü Apply filters and selections. ü Combine keywords and exclude terms.
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This course provides a guided walkthrough of the search results screen in your platform. You’ll learn how to use the toolbar, apply filters, sort and display results, and navigate through pages of data. Ideal for users who want to work more efficiently with large sets of search results. 3 - 4 mins Learning objectives: ü Identify toolbar options. ü Locate filters and sort options. ü Navigate search results and adjust display settings.
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Learn how to sort and display search results using a variety of formats to suit your workflow. This course covers sorting options like due date and priority, manual sorting techniques, and how to switch between views such as list, table, card, calendar, hierarchy, and chart. You'll gain the flexibility to organize and visualize your data with ease. 3 - 4 mins Learning objectives: ü Sort search results ü Use manual sorting ü Switch between results views
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Take your filtering skills to the next level with this focused course on advanced quick filter options. Learn how to use field-specific settings, understand logical operators, and apply powerful filtering techniques to text, numeric, date, and hierarchical fields. Ideal for users who want to refine their data analysis and reporting. 3 - 4 mins Learning objectives: ü Access advanced filter options ü Understand filter logic ü Apply advanced filtering techniques
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Learn how to efficiently add and manage quick filters to refine your search results. This course walks you through using the filter panel, identifying field types, and narrowing down filter options to quickly find the data you need. 3 - 4 mins Learning objectives: ü Locate and use add filter ü Identify filter types ü Customize your filter panel and apply filters
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Learn how to add recipients to your automated notifications. This course covers selecting individuals, teams, and external contacts, along with key security considerations. It’s the final step in completing your notification setup and ensuring your reports reach the right audience. 3 - 4 mins Learning objectives: ü Recognize who is automatically added as a recipient ü Add individuals, teams, or external email addresses to notifications ü Understand how security policies affect external sharing
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Sub-Reports are a powerful way to automate and personalize your reporting. Instead of creating separate reports for each individual, you can now send just the relevant portion of a report to each person—automatically. This short course walks you through how to create, manage, and test Sub-Reports with ease. 3 - 4 mins Learning objectives: ü Understand the purpose and benefits of Sub-Reports ü Learn how to configure and send Sub-Reports to individuals ü Modify and test report notifications effectively
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Learn how to schedule automated notifications for your saved reports. This course covers setting frequency options, defining start and end dates, and refining delivery criteria based on report data. Whether you need updates weekly or monthly, you'll gain the tools to automate reporting with precision. 3 - 4 mins Learning objectives: ü Set notification schedules using hourly, daily, weekly, monthly, or yearly options ü Define start and end dates, and customize delivery times and days ü Refine notification criteria using row counts, changes, and trend-based triggers
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Learn how to create automated notifications for saved searches and reports. This course walks you through setting up a notification, customizing the message with dynamic variables, and attaching files like PDFs or Excel spreadsheets. You'll also learn important considerations around data security and sharing. 3 - 4 mins Learning objectives: ü Create a notification from a saved search or report ü Customize the subject and message body using dynamic field variables ü Attach files and understand the implications of sharing static content externally
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Learn how to share reports efficiently within your organization. This course covers sharing from both the report view and the reports screen, selecting individuals or teams, and understanding the limitations of group sharing. You’ll also learn where to find reports that have been shared with you. 2 - 3 mins Learning objectives: ü Share reports from both the report view and the reports screen ü Select individuals or teams to share reports with ü Understand limitations of sharing report groups and locating shared reports
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Learn how to create and manage reports with ease. This course guides you through customizing searches, saving them as reports, organizing them into groups, and using helpful tools like pinning, renaming, and deleting. You’ll also learn how to identify shared reports and locate SSRS reports within your system. 3 - 4 mins Learning objectives: ü Customize and save searches as reports ü Organize reports into groups and manage them with pin, rename, and delete options ü Identify shared reports and locate SSRS reports in the Custom Reports and Charts group
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Learn how to export search results in various formats to share or analyze data outside the system. This course covers export options for different views, how to select specific records, and what to expect from PDF and Excel exports—including formatting and limitations. 3 - 4 mins Learning objectives: ü Export search results from list, table, or chart views using the toolbar ü Choose between exporting all results or selected records ü Understand formatting features and limitations of PDF and Excel exports
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Learn how to create and customize table reports to visualize and analyze your data effectively. This course walks you through applying filters, adjusting columns, grouping data, and using sorting and aggregation tools to build powerful, dynamic reports tailored to your needs. 3 - 4 mins Learning objectives: ü Apply filters and switch to table view to begin building a report ü Customize columns, sort data, and group by fields or dates ü Use numeric and date aggregations to summarize grouped data