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Work smarter with reporting "smartcuts"

How many times have you been told to “work smarter, not harder” throughout your life? It was a phrase that used to make me crazy when I was younger – probably because like many teenagers, I was convinced that I was the smartest thing that ever existed. Then I entered the “real world”. (That happens to...

Posted to policyIQ Blog (Weblog) by chrisburd on 11-18-2011
Evaluate your user log-ins (and save money!)

Last Monday I posted a follow-up to our January training session on "Rolling Forward for a New Year". In that post, I promised a couple of additional blogs later in the week on two topics that we didn't cover in the training session due to time. And then I got the flu and lost 4 days of...

Posted to policyIQ Blog (Weblog) by chrisburd on 02-01-2011
Five great policyIQ features that you probably aren’t using

As we start off a new year, it's a great time to evaluate the tools that we are using to perform our daily tasks, and how we might make those tools and tasks more efficient. To help you with this effort, we're bringing you a list of five great features in policyIQ that can add efficiencies to...

Posted to policyIQ Blog (Weblog) by chrisburd on 01-13-2011
Top 7 Quick Tips to make Exporting Reports Less "Scary"!

We're wrapping up a month of blog posts on policyIQ reports by saving the "scariest" topic for last: exporting reports from policyIQ to Microsoft Excel. We receive a number of emails from users asking for help formatting or adjusting their exported reports - so here are seven of our top...

Posted to policyIQ Blog (Weblog) by chrisburd on 10-27-2010
Learning to Utilize Reports will help you get the most from policyIQ

Last Thursday, we dedicated our monthly CPE training event to the subject "Utilizing Reports to get the most from policyIQ". While we have recorded training sessions aimed at the teaching users how to create reports, we wanted to take a different approach in our live session and talk to our...

Posted to policyIQ Blog (Weblog) by chrisburd on 10-26-2010
Calling all Reporting Nerds! Use these tips to share your hard work and make everyone more efficient!

I am going to admit something about myself that very few people know. I'm kind of a nerd.* I love creating reports and analyzing data. I create spreadsheets and databases for fun. I know that most people don't think in terms of database tables, filters and queries. They don't lie awake at...

Posted to policyIQ Blog (Weblog) by chrisburd on 10-18-2010
Risk Control Matrix: A common report takes on some uncommon challenges

My dad is a high school teacher. It's hard to ask him a "quick question", because he prefers to teach you how to find the answer rather than to just give it to you. Sometimes he can be the most frustrating man in the entire world. (Just ask my mother. She'll agree.) As it turns out...

Posted to policyIQ Blog (Weblog) by chrisburd on 10-06-2010
Keeping tabs on all of Your Deliverables and Responsibilities

IT Manager, Human Resources Generalist, Accountant, Ops Supervisor, EH&S Director…no matter your role in your organization, you have to stay on top of your deliverables and monitor the outputs and outcomes of your team at some level. Do you have a trick for staying on top of it all without overlooking...

Posted to policyIQ Blog (Weblog) by stepheniebuehrle on 10-04-2010
Want to categorize reports for the entire organization? Site-wide Report Categories are coming in 6.7!

I think we might have mentioned recently that we're pretty excited about version 6.7 . The introduction of Custom Alerts will open up new doors for our policyIQ users - allowing you to use policyIQ to stay on top of those things that are most important to your organization. But Custom Alerts is not...

Posted to policyIQ Blog (Weblog) by chrisburd on 09-09-2010
Perform policyIQ User Maintenance to manage access and costs

There are a number of items we recommend policyIQ Site Administrators keep an eye on from time to time, in order to stay on top of your policyIQ site. Performing periodic user maintenance is one of these recommended steps. The benefits of a periodic review When was the last time you had an overview of...

Posted to policyIQ Blog (Weblog) by scottpalermo on 04-26-2010

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