It’s back-to-school time and Simpleview is talking reports: CRM Reports. We want you to get an A+ when it comes to building reports, so let our experts help you study up on your CRM’s report-building capability. This webinar will demonstrate how to create various custom reports, enabling you to generate and share those that make the most sense for your DMO.
What You’ll Learn
- Our experts will take you through the report-building process, step by step.
- You’ll learn how to build each of the four types of CRM Reports.
- You will also learn tips and techniques throughout the webinar that help you move from concept to concrete report.
We will also be discussing best practices for the following:
- Using operators and filter qualifiers efficiently.
- Understanding the difference between and learning how to build Simple, Summary, Summary Detail, and Cross-Tab reports.
- Scheduling, sharing and installing reports.
This webinar has a bonus study session, too! When you sign up for the Reports Webinar, you’re automatically registered for the CollabLab the next day.
Join Chris George, our Director of Product Education, and Becki Scheel, Product Education Specialist, on August 28 for our CRM Reports webinar. We invite you to come back the next day for the CollabLab, a great opportunity to get more of your specific CRM Reports questions answered.