Getting started with Envizi as a User

In this course, you will be introduced to the basics of Envizi and become familiar with finding and reporting on your data.

After completing this course, you should be able to:

Understand broadly the Envizi solution and concepts of the configuration structure.
Explain how to access the Envizi solution and how to navigate the homepage, menus and different data views.
Explain how to search and use advanced filtering options.
Summarize the key features of a dashboard and explain how to interact with the data and export it.
Understand the basics of how to run reports.
Explain how to manually enter data and preview records.
Understand the options for manually data entry vs. automated data loads.