M3Vision Data, Configuration and Reporting is a three-hour online course designed for finance, planning, compliance, IT, data, and senior management teams. The course develops practical skills in importing and exporting data, managing key system configurations, and producing meaningful reports for analysis and decision-making.

Delegates will explore Schedule of Rates, Decent Homes standards, custom attributes, forecasting and energy reports, including RdSAP scores and Sava/Cotality integration. Practical exercises reinforce these skills, and the course can be tailored to an organisation’s specific roles, processes, and data requirements.

Delegates will learn how to:

• Import external information into M3Vision.
• Export information for analysis and sharing.
• Understand and manage important system configurations.
• Generate and interpret forecasting and energy reports.

• Preparing and importing external data
• Exporting data for analysis
• Managing Schedule of Rates configurations
• Understanding and updating Decent Homes standards
• Creating and maintaining custom attributes
• Generating and interpreting forecast reports
• Producing energy reports
• RdSAP scores and Sava/Cotality integration
• Practical reporting exercises and questions

Format: Online, approximately 3 hours
Audience: Finance, planning, compliance, IT, data and senior management teams.
Pricing: £300 Per Attendee