Ready to get started? Give us a call! 855-290-5483

kite logo

Master Applied Epic Reports:
Exclusive Small Group Virtual Consultations

AVAILABLE SESSIONS:

WEDNESDAY, JUNE 7TH | 12:30 PM ET
with: Lauren Roberts & Laura Whaley

THURSDAY, JUNE 8TH | 2 PM ET
with:
Lauren Roberts & Jenny Honican

Leverage the Full Potential of Applied Epic Reports with our Exclusive Small Group Virtual Consultations!

The Kite Technology Agency Consulting team is thrilled to offer you the opportunity to join us for one of our small group consultations focusing on Applied Epic reports. These sessions will empower you to enhance your reporting skills and maximize the value and insight you get from your agency’s Epic data.

Kite Technology’s Director of Agency Consulting, Lauren Roberts, along with Agency Consultants, Laura Whaley and Jenny Honican, will share expert guidance on Applied Epic’s reporting capabilities. Join to learn valuable tips, shortcuts, and advanced techniques to streamline the reporting process, save time, and generate more accurate and actionable reports.

In this collaborative small group learning environment (limited to 10 attendees) you’ll also get to hear from others in the industry on their experiences, challenges, and best practices related to reporting in Applied Epic. This exchange of knowledge will enable you to gain insights from each other and discover new approaches to maximize the effectiveness of your Applied Epic reports.

WEDNESDAY, JUNE 7TH | 12:30 PM ET
with: Lauren Roberts & Laura Whaley

THURSDAY, JUNE 8TH | 1 PM ET
with:
Lauren Roberts & Jenny Honican

Details:

Session Duration: 90 minutes

Cost: $175 per person

Spots Available per Session: Limited to 10 attendees per session

Level: Intermediate

Prerequisites:

  • Basic knowledge of Applied Epic Reports
  • Basic knowledge of general report layout and criteria
  • Security access to edit and view all Reports
  • Access and understanding of Configuration

Discussion topics will include:

  • Using Criteria to filter your data
  • Advanced layout design
  • Developing custom reports
  • Using reports to generate activities, emails, letters, and sticky notes
  • And other report-related needs

WEDNESDAY, JUNE 7TH | 12:30 PM ET
with: Lauren Roberts & Laura Whaley

THURSDAY, JUNE 8TH | 1 PM ET
with:
Lauren Roberts & Jenny Honican

Meet the Presenters

lauren tripp

Lauren Roberts
Director of Agency Consulting

Laura Whaley

Laura Whaley
Agency Consultant

Jenny Honican

Jenny Honican
Agency Consultant

About KiteTech

adam atwell

Adam Atwell

Cloud solutions architect

Adam is passionate about consulting with organizations across the country to help them develop and execute a cloud adoption strategy that meets their business needs and future objectives. Adam oversees and manages our company strategy for Microsoft 365 adoption and is responsible for future growth and development inside Microsoft 365 and other cloud technologies.