Kite Technology Group

Using Applied Epic Reports
to Drive Your Agency's Performance

Exclusive Small Group Consultations

With Lauren Roberts, Laura Whaley, and Jenny Honican

Back by popular demand: Small Group consultations to help you leverage Applied Epic Reports! Register today before they fill up!

THURSDAY, JULY 11 | 2 - 3:30 PM ET

WEDNESDAY, JULY 24 | 2 - 3:30 PM ET

Due to popular demand, the Kite Technology Agency Consulting team is thrilled to once again offer 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, and one of her Agency Consultants 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 20 attendees), the discussion is driven by you, the attendees, as the sessions are designed to help you solve your agency’s unique reporting challenges. To get the most value from the session, please come prepared with the topics and questions you want to address with the group. 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.


Session Duration: 90 minutes

Cost: $175 per person

Spots Available per Session: Limited to 20 attendees/ session

Level: Intermediate


  • 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

Two sessions available! Register today before they fill up!

THURSDAY, JULY 11 | 2 - 3:30 PM ET

WEDNESDAY, JULY 24 | 2 - 3:30 PM ET

Meet Your Group Facilitators

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.