If you've ever said “This report builder is powerful, but I'm lost…”—this is for you.
Certinia’s Report Builder (xRB) is packed with features—but unless you’ve been trained on its full capabilities, it’s easy to get stuck.
This 2-part series is designed specifically for finance and reporting teams who’ve used Certinia before, but need to sharpen their skills, update their workflows, and finally use the platform to its full potential.
You’ll learn
The exact steps to configure lenses, filters, and layouts.
Updates in the Summer 2024 xRB release—and how to take advantage.
Little-known tricks that’ll save hours every month.
How to avoid formatting and sorting nightmares.
Meet Your Instructor: Sophia Cherniawski
Sophia has been in your shoes—literally.
Before joining the consulting world, Sophia spent years managing reporting and analytics in a fast-paced finance org. She knows what it’s like to prep reports at month-end, build custom views under pressure, and make xRB work under real deadlines.
Now, as a solutions architect and analytics trainer at Icon Cloud Consulting, she helps customers unlock Certinia’s full potential. Her teaching style is:
- Practical
- Fast-paced
- Real-world focused
Open Enrollment Virtual Delivery. Also available for Private, Virtual or On-Site delivery. Please ask for more information.
$500/student for the first student from each company
$250/student for each subsequent student from the same company
Part 1: Intro to Analytics & Report Builder
Tuesday, May 13, 2025 @ 1:00 PM ET
2 Hours
New users, returning users, or anyone needing a refresher
- How to configure lenses and filters
- Layout and formatting best practices
- How to save and organize reports effectively
- Delivered live via Zoom (with Q&A and hands-on walkthroughs)
- Workbook and slides provided after each session
- Practice time built in: 1 week between sessions
- Follow-up Slack channel for peer sharing
Part 2: Advanced Techniques & Hidden Gems
Tuesday, May 20, 2025 @ 1:00 PM ET
2 Hours
Part 1 attendees, plus experienced users ready to level up
- Report pack tips, multi-row formatting, subtotal suppression
- Soft date tricks, real-time reporting setup
- Merge/freeze columns, exporting JSON, and more
- Delivered live via Zoom (with Q&A and hands-on walkthroughs)
- Workbook and slides provided after each session
- Practice time built in: 1 week between sessions
- Follow-up Slack channel for peer sharing
Register Now for the 2-Part Series
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Certinia Innovation Partner of the Year
With over 13 years of experience, status as an official Certinia Partner, staff members who've worked in critical roles at Certinia, and the 2022 Certinia Innovation Partner of the Year award, we have the depth and breadth of expertise to get the job done right.
Future-Proof Your Business With Ease
From goal setting to deployment, Icon is ready to get you to the finish line. Get in touch with us to learn more about our Certinia and Salesforce implementation solutions.
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