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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.

"Our partnership with Icon can be best defined as an organic and a trusted partnership. Icon has become an extension of our team, and the consultants are not only reliable, but also subject matter experts in the field... I have had the privilege of working with Icon on several projects with two different organizations; I would choose Icon again and again for any Certinia deployment."

You’ll learn

The exact steps to configure lenses, filters, and layouts.

Updates in the Spring 2025 xRB release—and how to take advantage.

Little-known tricks that’ll save hours every month.

How to avoid formatting and sorting nightmares.

Remote, live, interactive | Limited seats available
Sophia Cherniawski

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.

6-Month Company Pricing

First student: $500 (both sessions)
Additional students: $250 each (within 6 months of first student's training)
All students: 6-month free retake policy
Perfect for planning team training and new hire onboarding

Part 1: Intro to Analytics & Report Builder

Date:

Monday, July 21, 2025 @ 12:30 PM ET

Duration:

2 Hours

Who it’s for:

New users, returning users, or anyone needing a refresher

What you'll learn:
  • How to configure lenses and filters
  • Layout and formatting best practices
  • How to save and organize reports effectively
How It Works:
  • 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

Date:

Thursday, July 24, 2025 @ 12:30 PM ET

Duration:

2 Hours

Who it’s for:

Part 1 attendees, plus experienced users ready to level up

What you'll learn:
  • Report pack tips, multi-row formatting, subtotal suppression
  • Soft date tricks, real-time reporting setup
  • Merge/freeze columns, exporting JSON, and more
How It Works:
  • 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

By pressing “Register”, you agree to Icon Cloud Consulting contacting you by email for the sole purpose of addressing your inquiry. We prioritize the privacy and security of your data, as outlined in our Privacy Policy.

Icon Cloud Consulting Frequently Asked Questions

Part 1 is required for Part 2. Each builds on the previous.

Yes! Recordings and materials will be shared with all registered attendees.

Absolutely—just be sure to register each person.

This is advanced, real-world training only available from Icon. We teach tricks you won't find in standard documentation, based on 300+ implementations and real-world finance team challenges.
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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.

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FinancialForce Partner of the Year North America 2020
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Salesforce Registered Consulting Partner
FinancialForce 360 Partner Excellence Award System Integrators 2017

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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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