Your Apricot training subscription gives you ongoing access to live group training courses designed for Apricot 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
- Apricot Admin Foundations Course — live group training, 4 days
- Apricot Admin MasterClass 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
Apricot Admin Foundations Course
Duration: 4 days | Format: Live group training
The Apricot Admin Foundations Course is for new and current admins who want a solid foundation in managing Apricot. Over four days, you'll learn how to build forms, manage users, design reports, and administer your organization's system with confidence. Each day combines live demos, hands-on activities, and office hours for individual support. Completing daily activities is required for certification.
Day 1 — Apricot basics & form design
- Apricot interface, tabs, navigation, and user settings
- Site and program structure, document folders, and record creation
- Tier 1 vs. Tier 2 forms: setup, data flow, and record linking
- Designing forms using drag-and-drop tools and field types
- Best practices for form simplicity, naming conventions, and required fields
Day 2 — Advanced form design & user workflow
- Smart Fields, Lookup Lists, Likert scales, and masked values
- Calculation fields and email triggers
- Building workflows to guide users through data entry
- Form linking to auto-populate fields and relate records
- Batch records, record search, and user experience design
Day 3 — Report building & graphs
- Basic and advanced reports with filters and logic controls
- Graphs, summaries, and grouped data
- Calculations, summary columns, and data relationships in reporting
Day 4 — Program & user management + admin tools
- Permission sets, user accounts, and Record-Level Access (RLA)
- Sites and programs: setup and naming conventions
- Data export, record history, archive tools, and Apricot-wide settings
Register for the Apricot Admin Foundations Course
Apricot Admin MasterClass Course
Duration: 4 days | Format: Live group training | Recommended for: Experienced admins
The Apricot Admin MasterClass is an advanced training for administrators who want to optimize their Apricot system. This course goes beyond platform basics — covering system reconfiguration, complex permissions, dynamic workflows, and advanced reporting. Sessions include live demos and hands-on activities. This course is best suited for admins, program managers, or power users who already have working knowledge of Apricot.
Day 1 — Navigating & optimizing Apricot
- Audit and improve your existing Apricot configuration
- Form management, user habits, and configuration best practices
- Bulletins, pinned forms, and workflows to prioritize staff focus
- Document folder design, program alignment, and form logic
- Administrative settings and bundled features
Day 2 — Permissions, security & Connect
- Advanced user permissions: caseloads and record-level access
- Assigning programs to data records and moving records across programs
- Participant access through the Connect portal and messaging setup
- Site Admin vs. Advanced Access vs. Full Admin permissions
- Rules & Alerts and email triggers for real-time staff notifications
Day 3 — "How-to" configuration guides
- Dynamic attendance tracking: Classes & Terms or batch records
- Multi-service data entry workflows using linked forms
- Smart Lists for dynamic dropdown fields based on live data
- Configuration limitations and workaround strategies
Day 4 — Advanced reporting & referrals
- Internal and external referrals using intake forms and workflows
- Advanced reports: limits, linked relationships, and calculated fields
- Reporting on surveys, assessments, and pre/post comparisons
- When to use Results Reporting vs. Apricot native reports
- Best practices for filtering, summarizing, and exporting data
Register for the Apricot Admin MasterClass Course
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
Register for the Results Reporting Foundations Course
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 for the Results Reporting MasterClass Course
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.