The Work with data in Active Workspace section of the course provides deep dive video demonstrations pertaining to: Creating and managing objects in Active Workspace. Relate and examine data relations Create and remove related data How the format of data interacts with operations like save as and revise Usability overviews of user interface features which aid in exploring the relationships and data structures The manual creation of data using commands and tiles. Interacting with the data post creation to modify properties and explore where the data resides. The goal of this section is to provide students with the details necessary to effectively create and interact with data and relations in the Active Workspace client.

The Learn how to use the Global Search to locate and filter data demonstration provides a deep dive into executing Global Searches, applying filtering options, working with Global Search results, saving search results and configuring settings to control the interaction with the search results. At the conclusion of the demonstration, students will: Understand the function of the Global Search. Review the data which can be searched on using the Global Search. Explore search techniques, such as a single value, specific property value, and / or combinations, date and numerical ranges and more. Set pre-filters to filter data based on a property during the execution of the search. Filter the search results after the search is executed. Understand how to clear filters. Work with the Selection Mode to quickly select and interact with results. Compare result properties in a side-by-side comparison. Toggle search result Highlighting and Color Filtering options. Change search settings to dictate filter options. Explore additional wildcard options. Modify the filter values to display by count or alphabetically. Optimize filter display by auto-expanding filters commonly used filters. Toggle whether the first object is selected in the search results when displayed. Save a search to rerun it later and share or pin the search for easy access.

The Learn how to use the Global Search to locate and filter data demonstration provides a deep dive into alternate methods of searching in Active Workspace. The primary topics will include executing Advanced Searches, Quick Searches, creating Active Folders, and interacting with the Quick Access and Assistant Panels. At the conclusion of the demonstration, students will: Explore Advanced Searches. Compare Advanced Searches to Global Searches. Understand how to access the Advanced Search panel. Explore the differences between the Quick Search and the Advanced Search. Execute a Quick Search and explore the search results and how they differ from the Global Search results. Run Quick Searches to review wildcard options. Execute an Advanced Search from a selected available search type. Interact with the properties in the Advanced Search panel to set date ranges, select from drop-down lists, and fill in or clear search values. Explore Active Folders and understand their use case. Understand some of the out of the box Active Folders and interact with their data. Edit an out of the box Active Folder to modify the data it returns. Review the Rules and Sharing information related to the Active Folder. Create a new Active Folder from scratch in the system. Interact with the Active Workspace Assistant to see commonly accessed data and commands you run or from your team. Execute Filter By Property or Find in this content filtering and searching to located data in a set of results, table or filters.

The Explore how to view and build user reports demonstration provides an exploration of viewing and building user reports in Active Workspace. The video also explores additional features in the client which provide a similar functionality to reports, such as exporting search results with certain columns to an excel output. At the conclusion of the demonstration, students will: Understand the base reporting feature and user interface in Active Workspace. Explore existing reports that are available. Modify the definition of an existing report. Create a new report. Explore and generate Summary reports from report templates. View the My Reports sublocation. Execute Item reports against a single object. Understand the XSL templates available when generating a report. Explore how search results may be used similar to reports and exported into output formats such as Excel.

The Search for data in Active Workspace section of the course provides deep dive video demonstrations on a variety of searching topics including: Interacting with the Global Search. Performing Quick Searches for single properties. Executing Advanced Searches for a more tailored search. Interacting with the Search Results, Active Folders and more! Building and running reports. The goal of this section is to provide students with the details necessary to locate data in the Active Workspace Client.