The Apricot platform empowers administrators to utilize the Limits feature within native reporting, enabling them to refine and manipulate report results. This webinar explores how to add Limits to reports, demonstrating how users can restrict the data displayed to only the first created record for a specific form. The presenter highlights use cases where Limits prove beneficial, such as when an organization wants to see the initial program enrollment for each participant rather than tracking multiple enrollments.
The webinar also covers important factors to keep in mind when working with Limits, emphasizing that the Limit is applied based on the record creation date, not the actual date of the event or enrollment. This can pose challenges for organizations that utilize data imports or batch record creation, as the Limit may not accurately reflect the desired chronological order. The presenter advises administrators to be mindful of this nuance and consider its potential impact on their reporting needs. Throughout the session, the speaker encourages participants to leverage additional Bonterra training resources and customer support options to further enhance their Apricot reporting capabilities.
Using Limits in Reporting Presentation Slides
