During this training session we will provide you with the required know-how on how to build reports for your different user groups and to give them more insight into their data for their day-to-day tasks.
Reports:
- Understanding report types
- Understanding data filtering
- Understanding data grouping and summations
- Understanding module relationships and how this reflects in reports
- Understanding data display options (table and chart views)
We will also provide you with some common user errors when building reports that you should look out for!
Dashboards:
- Differences between Home, List and Record dashboards
- How to build a dashboard and add dashlets
- Walk-through of the most common dashlets used
If you require a more in-depth training on reports or would like to know more about how to incorporate your reports in your dashlets and dashboards, please check-out our Reports & Dashboards training for Ninjas!