SOCAP International

SOCAP Online Course: Tools for Basic Reporting

March 10 - 12 , 2015

Course Dates:

  • March 10 (2-3pm ET)
  • March 12 (2-3pm ET)

Please note: In order to receive a certificate of completion, you must attend both live sessions, complete a course evaluation and pass a short assessment.


  • Becky Potvin, Manager - Analytics, Consumer Connections, WhiteWave Foods Company
  • Salena Scardina, Director, Customer Care, Vera Bradley
  • James Bailey, Telerx Technical Liaison, WhiteWave Foods


Join WhiteWave Foods and Vera Bradley for this basic introduction to creating reports in Excel.  Over the course of two live sessions, attendees can expect to gain hands on experience in the following skills:

  • Preparing data
  • Conditional formatting
  • Building the basic pivot table
  • Maneuvering and updating the pivot table
  • How to build slicers
  • How to create buttons
  • How to create charts that look like a dashboard report
  • How to update reports

ReportingBasicsWhether you are new to Excel reporting or are looking to brush up on your skills, this course will prepare you for more advanced training in creating and maintaining the tools that are an essential part of consumer care functions. Upon passing an assessment, completing both sessions and a course evaluation, a certificate will be issued to attendees. This online course is a great resource for any staff member who handles reporting for your organization.

(NOTE: Registrants should have at least a working knowledge of Excel to fully participate.)

Registration Rates:

  • SOCAP Member: $195.00
  • Non-Member: $295.00

Click here to register now!

Cancellation Policy: Refunds for cancellations must be made in writing (via email to to the SOCAP National Office. A processing fee of $75 per registration will be charged on refunds received on or before March 3, 2015. No cancellations or refunds after March 3, 2015. Substitutions will be gladly accepted at no charge until March 3, 2015.