Optima Training Module #9: Reports and Reporting in Optima

Optima Training Series

Join us for an essential virtual training series designed to enhance your proficiency with Optima, the cornerstone platform for managing volunteer records and case files within CASA programs. Across nine modules, you'll delve into critical aspects of Optima usage, from setting up user permissions and managing volunteer records to initiating and closing cases seamlessly. Ideal for program personnel involved in user administration, case management, volunteer recruitment, and reporting, each one-hour session offers practical insights and hands-on guidance. Equip yourself with the skills needed to optimize Optima's functionalities and streamline your CASA program operations effectively. Secure your spot today through our training calendar links provided for each module.

Reports and Reporting in Optima

What you will learn:

• How to find and use the reports available in the Optima Reports Library
• How to use the Reports documentation.

Who should attend?

• Program personnel who will need to use the reports in Optima.

Session 9 Duration:

• 1 hour