Building Custom Reports in the TapRooT® Software

Learn to configure and utilize the benefits of custom reports in the TapRooT® VI software. Customize your data collection that can be used to tell the stories of your TapRooT® investigations.

This webinar is guided by a LIVE instructor using GoToMeeting.

Topics help attendees understand and apply the TapRooT® VI software custom configurations, including:

  • Creation of Custom Tabs
  • Adding Custom Fields to Tabs
  • Configuration of Custom Report Templates (and best practices)
  • Sharing Custom Reports

Attendees will come away with the knowledge and skills required to effectively develop a useful data collection process and create meaningful reports using the TapRooT® VI software.

TapRooT® Root Cause Analysis Training is recommended but not required to attend this webinar

Meet the instructors

(Instructors may vary on this course.)

Dan Verlinde joined TapRooT® in 2006. Prior to that, Dan was a business systems analyst for an international third-party certification company where he oversaw the implementation, development, and support of business software used for performing audits to international standards. Along with his education at the University of Michigan, Dan has had formal training in SQL, Crystal, Software Administration, Human Factors, and Lean principles.

Angie Comer, Senior Product Manager, joined TapRooT® in 2015. She heads up the design and implementation of the TapRooT® VI software, mobile app, webstore and CRM projects. Angie is a CSPO (Certified Scrum Product Owner), and completed Human Factors Engineering training at the University of Michigan. She has a Bachelor’s Degree in Business Administration from Saginaw Valley State University. Her previous professional experience includes Inventory Management for a fortune 500 company.  

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