Vertex O Series Reporting with Vertex® Reporting and Analysis 3.0

This 90-minute web class provides the information you need to leverage Vertex Reporting and Analysis 3.0 for your organization.

Topics discussed include:

  • Components and Workflow of Vertex Reporting and Analysis 3.0
  • Using the Cognos Connection to run reports
  • Running custom queries using the Query Studio

Schedule 2010

Date Location Status
June 18 1:00 pm ET Open
August 12 1:00 pm ET Open
October 8 1:00 pm ET Open
December 16 1:00 pm ET Open


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Requirements: You must be an employee of an active Vertex customer or Vertex partner company.

Note: Vertex Reporting and Analysis 3.0 is currently not available to Vertex Sales Tax L and Q Series customers.

It is recommended that you have:

  • PC experience
  • Working knowledge of Windows-based products
  • Basic understanding of sales and use tax concepts
  • Experience running and interpreting the Vertex Sales Tax O Series standard reports

Learning Environment: The Vertex Web Classroom Series uses a combination of Internet and telecommunication technologies to simulate a traditional classroom environment. Attendees participate in the hands-on, interactive sessions from their desktops. Instructors deliver advanced product knowledge with visual displays, live application demonstrations, and interactive question-and-answer sessions.


Advanced Preparation:
No advanced preparation is required.

Delivery Method
: Instructor Led (Group Internet Based)

CPE Credit: 1

Course Level: Advanced: This course provides users a comprehensive look at Vertex software data and configuration best practices.

Course Fee: $295.00 for each person in attendance.
To register as a group, please e-mail: training.registration@vertexinc.com

System Requirements


Duration of Course
: 90-minute Webcast

Audience
The course is designed for users of Vertex Sales Tax O Series who wish to use Vertex Reporting and Analysis 3.0.

Learning Objectives
Upon completion of the course, attendees will be able to:

  • Describe the components that comprise Vertex Reporting and Analysis 3.0
  • Run reports as a Consumer via the Cognos Connection
  • Create and run custom queries using the Cognos Query Studio

Contact Information
For questions regarding Transactional Tax Web Classes, please contact Training Registration at 1.800.281.1900.