ETO Training Subscription | Courses Overview – Bonterra

Your ETO training subscription gives you ongoing access to live group training courses designed for ETO administrators. This article covers what's included in your subscription.

All live courses are instructor-led group sessions capped at 15 attendees, hosted in Bonterra Academy. You'll be activated in the Academy at the time of purchase.

Questions about your subscription? Contact the training team at clienttrainingrequests@bonterratech.com. To purchase a subscription, reach out to your account manager at bonterratech.com/support.

What's included

ETO Admin Foundations Course — live group training, 4 days
Results Reporting Foundations Course — live group training, 4 days
Results Reporting MasterClass Course — live group training, 3 days

Live group training courses

ETO Admin Foundations Course

Duration: 4 days | Format: Live group training

The ETO Admin Foundations Course is for new and current admins who want comprehensive knowledge of the ETO platform. Over four days, you'll learn how to manage participants, build demographics and TouchPoints, run reports, and sustain a high-performing program database. The curriculum includes instructor-led sessions, hands-on activities, and office hours for 1:1 support. A certificate of completion is awarded upon finishing the course.

Day 1 — ETO system orientation & participants

ETO platform overview and administrator responsibilities
Navigating the system and dashboards
Creating, enrolling, dismissing, and referring participants
Families, Collections, and Multiple Participants
Recording and managing TouchPoints

Day 2 — Demographics & entities

Site structure: sites, programs, and enterprise hierarchy
Standard and custom demographics
Entity types, sub-types, and attributes
Grouping participants using families
Best practices for consistent data entry

Day 3 — TouchPoints, dashboards & caseloads

Creating TouchPoints from scratch using the Question Bank
TouchPoint security and subject type assignment
Dashboard templates, ETO Parts, links, and messages
Setting up caseloads and managing staff access to participant data

Day 4 — Database management & standard reporting

User accounts and permissions
Duplicate checks and feeder table management
Batch uploads for participants, referrals, and TouchPoints
300+ standard reports: participant, TouchPoint, and data quality
Customizing report access and dashboard data visibility

Results Reporting Foundations Course

Duration: 4 days | Format: Live group training | Available to: Apricot and ETO users

The Results Reporting Foundations Course teaches you how to build professional reports using Results Reporting (SAP BusinessObjects/Webi). You'll learn to query program data, apply filtering logic, and generate visuals for decision-making and funder reporting. Includes live demos, guided practice, and hands-on activities.

Day 1 — Introduction to Results Reporting

What Results (Webi) is and how it connects to Apricot and ETO
Build your first query: Universes, Result Objects, and Query Filters
Preview data, run queries, save reports, and export
Naming conventions and troubleshooting timeouts

Day 2 — Formatting & design

Report tabs, tables, and layout in Edit mode
Grouping data with Sections and Breaks
Header/footer elements, summary fields, and conditional formatting
Visual formatting: fonts, colors, logos, and date/number fields

Day 3 — Filtering, input controls & calculations

Query Filters, Report Filters, and Input Controls
Filter logic: AND/OR relationships and consolidated prompts
Custom count formulas, variables, Cover Pages, and dynamic report tabs

Day 4 — Summary tables, charts & advanced formulas

Vertical and crosstab summary tables
Pie, bar, and line graph visualizations
Advanced formulas: age ranges, null text replacements, and multi-select counts
Quarter/year breakdowns, goal tracking, and demographic overlays

Results Reporting MasterClass Course

Duration: 3 days | Format: Live group training | Available to: Apricot and ETO users | Recommended for: Users who have completed Foundations or have working knowledge of Webi

The Results Reporting MasterClass is an advanced course for users who want to build complex, dynamic reports. Each session builds on the last — advancing from foundational report creation to data flattening, merged dimensions, and multi-query reporting. Hands-on assignments are submitted for course completion credit.

Day 1 — Mastering report creation & optimization

Report creation from scratch and enabling forms for reporting
Query filters, report filters, and input controls
Formula syntax, object types, and basic counts
Flags, variables, and summary tables

Day 2 — Advanced formulas, crosstabs & flags

Vertical, horizontal, and form table formatting
Crosstabs for comparison reporting
Formula-based flags for data tracking and segmentation
If/Then statements and context-based formulas

Day 3 — Graphing, data flattening & advanced queries

Formulas in 3D column, stacked bar, and area graphs
Flattening unstructured (question/answer) data for visuals
Flag formulas based on value, date, and completion logic
Queries from multiple universes with merged dimensions
Comprehensive cross-query report design

Register and get started

All courses are available in Bonterra Academy. Register directly from each course page — upcoming live session dates are listed there.

To view free foundational webinar recordings or sign up for upcoming live webinars, visit the Bonterra Training page.

Questions about training? Contact the training team at clienttrainingrequests@bonterratech.com.