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121 articles
VIDEO | Add New DemographicsThis video reviews how to add custom demographics using the Demographics Wizard.
VIDEO | Edit DemographicsThis video reviews how to manage and edit custom demographics.
VIDEO | Create Program GroupsThis video reviews how to create new Program Groups.
VIDEO | Edit Program GroupsThis video reviews how to manage and edit Program Groups.
VIDEO | Assign Demographics to Program GroupThis video reviews how to assign demographics to Program Groups.
VIDEO | Reorder DemographicsThis videos reviews how to change the order and organize demographics.
VIDEO | Manage DemographicsThis video reviews how to manage demographics.
VIDEO | Add New Family RelationshipsThis video reviews how to add new family members and relationships.
VIDEO | Edit Existing Family RelationshipsThis video reviews how to change existing family members and relationships.
VIDEO | Edit Family DemographicsThis video reviews how to edit family or household demographics.
VIDEO | Add New Entity SubtypesThis video reviews how to add new subtypes for Entities.
VIDEO | Edit Entity SubtypesThis video reviews how to change existing Entity Subtypes.
VIDEO | Add New Entity AttributesThis video reviews how to add new Entity Attributes.
VIDEO | Edit Entity AttributesThis video reviews how to manage and edit Entity Attributes.
VIDEO | Manage Entity AttributesThis video reviews how to manage Entity Attributes.
VIDEO | Entity: Add Services ProvidedThis video reviews how to add a new service to the Services Provided List for Entities.
VIDEO | Create New TouchPointThis video reviews how to create a new TouchPoint.
VIDEO | TouchPoint SettingsThis video review how to change TouchPoint Settings.
VIDEO | Edit TouchPoint SettingsThis video reviews how to adjust TouchPoint Settings.
VIDEO | Enable TouchPoint SecurityThis video reviews how to enable TouchPoint Security.
VIDEO | Edit TouchPoint SecurityThis video reviews how to change TouchPoint Security.
VIDEO | Add Questions to a TouchPointThis video will review how to add questions to a TouchPoint.
VIDEO | Edit Questions in TouchPointsThis video reviews how to edit questions in TouchPoints.
VIDEO | Manage TouchPointsThis video reviews how to manage TouchPoints.
VIDEO | Referral Form SecurityThis video reviews how to set up permissions and access for the Referral Form.
VIDEO | Add Questions to Referral FormThis video reviews how to add questions to the Referral Form.
VIDEO | Edit Referral SecurityThis video reviews how to edit referral security.
VIDEO | Manage Referral SettingsThis video reviews how to manage Referral Settings.
VIDEO | Create New Collection TypesThis video reviews how to create new Collection Types.
VIDEO | Edit Existing Collection TypesThis video reviews how to edit existing Collection Types.
VIDEO | Setup Security for Collection TypeThis video reviews how to setup security for Collection Type.
VIDEO | Add Questions to Collection TypeThis video reviews how to add questions to Collection Type.
VIDEO | Create New Dashboard TemplateThis video reviews how to create a new Dashboard Template.
VIDEO | Assign Dashboard TemplateThis video reviews how to assign Dashboard Templates.
VIDEO | Edit Dashboard TemplateThis video reviews how to edit an existing Dashboard Template.
VIDEO | Edit Dashboard Template AssignmentsThis videos reviews how to edit Dashboard Template Assignments.
VIDEO | Recommended Dashboard PartsThis video reviews the recommended parts to include in your Dashboard.
VIDEO | Make My Dashboard the Landing PageThis video reviews how to make My Dashboard your ETO landing page, or home page.
VIDEO | Manage Dashboard TemplatesThis video reviews how to manage your Dashboard Templates.
VIDEO | Create New Dashboard MessageThis video reviews how to create a new Dashboard Message.
VIDEO | Create New Dashboard Message *With Action Links*This video reviews how to create new Dashboard Messages with Action Links.
VIDEO | Assign Dashboard MessageThis video reviews how to assign Dashboard Messages.
VIDEO | Edit Existing Dashboard MessageThis video reviews how to edit an existing Dashboard Message.
VIDEO | Edit Dashboard Message AssignmentThis video reviews how to edit a Dashboard Message Assignment.
VIDEO | Manage Dashboard MessagesThis video reviews how to manage your Dashboard Messages.
VIDEO | Add New UsersThis video reviews how to add new users to your ETO site.
VIDEO | Assign Users to ProgramsThis video reviews how to assign Users to Programs.
VIDEO | Edit User AccountsThis video reviews how to edit existing User Accounts.
VIDEO | Reset User PasswordThis video reviews how to reset a User's Password.
VIDEO | Edit Program AccessThis video reviews how to edit Program Access.
VIDEO | Deactivate UsersThis video reviews how to Deactivate Users.
VIDEO | Manage UsersThis video reviews how to manage Users.
VIDEO | Change Site Name and AddressThis video reviews how to change your Site Name and Address.
VIDEO | Add Site LogoThis video reviews how to add an organization logo to your ETO Site. This logo will appear in the top left corner of ETO.
VIDEO | Set Site SecurityThis video reviews how to change your ETO Site Security.
VIDEO | Add New ProgramThis video reviews how to add a new Program.
VIDEO | Manage ProgramsThis video reviews how to manage Programs.
VIDEO | Add New Reason for DismissalThis video reviews how to add a new reason for Dismissing a Participant from a Program.
VIDEO | Edit Reasons for DismissalThis video reviews how to edit the list of reasons for dismissal.
VIDEO | Manage Standard ReportsThis video reviews how to manage Standard Reports.
VIDEO | Enable ReportsThis video reviews how to enable Standard Reports
VIDEO | Disable ReportsThis video reviews how to disable reports.
VIDEO | Delete FakesThis video reviews how to delete Fakes from your database. It is best practice to delete Fakes from your database before running reports.
VIDEO | Recommended Participant ReportsThis video reviews the recommended reports for Participants.
VIDEO | Recommended TouchPoint ReportsThis video reviews the recommended reports for TouchPoints.
VIDEO | Recommended Data Quality ReportsThis video reviews the recommended reports for data quality.
VIDEO | Recommended User ReportsThis video reviews the recommended reports for users.
VIDEO | Aggregate FormulasThis video reviews Aggregate Formulas for Results reporting.
VIDEO | Summary TablesThis video reviews creating aggregate totals of data for Results reporting.
VIDEO | Preventing InflationThis video reviews how to use the Last Formula to prevent expansion of data in Results reporting.
VIDEO | If-Then-Else and Null ValuesThis video reviews If-Then-Else functions for blank values in Results reporting.
VIDEO | Shared ElementsThis video reviews how to create a table that can be used in more than one Results report.
VIDEO | Standard Calculations vs Custom CalculationsThis video reviews using Standard Calculations vs using the Formula Bar to create calculations in Results reporting (sum, count, percentage)
VIDEO | If-Then-Else and RangesThis video reviews If-Then-Else Cascading Variables in Results reporting.
VIDEO | Using the Variable EditorThis video reviews how to create a formula that can be reused in multiple tables in a Results report.
VIDEO | Attendance CrosstabsThis video reviews how to create a crosstab (or cross table) to view attendance in Results reporting .
VIDEO | Numeric DataThis video reviews numeric data crosstabs in Results reporting.
VIDEO | Unflattened DataThis video reviews how to use a crosstab to view unflattened data in Results reporting.
VIDEO | Formatting CrosstabsThis video reviews how to format crosstabs in Results reporting.
VIDEO | Data Across Multiple TouchPointsThis video reviews how to report on the same question in multiple TouchPoints using unflattened data in Results reporting.
VIDEO | Manually Flattening DataThis video reviews how to manually flatten unflattened data in Results reporting.
VIDEO | Working with Different Types of Unflattened DataThis video reviews different types of unflattened data - numeric, time spent, text, and nonexclusive answers - in Results reporting.