Reports and Dashboards
-
Getting Started with Reporting
-
HandsOn Connect Reports that are 'Ready to Run"
-
Managing Reports with Folders
-
Working with Reports
-
Customizing Reports
-
Summary & Matrix Reports
-
Using the Drill Down Feature
-
Adding Charts and Graphs
-
Creating a New Report
-
Dashboards
-
Advanced: Creating a New Report Type
-
Advanced Report Examples and Techniques
- Filtering on Dates - and how to deal with "Individually Scheduled Opportunities"
- Direct access to a useful report from an object layout. Example: Questions / Answers report from the Occurrence Record Layout
- Using Conditional Highlighting and Drill Down to perform analysis on summary calculations
- How can I create a report on connections and only see contacts where their registration answer has a specific value?
-
Advanced: Example of useful Reports
-
Advanced: Report Overview Videos (analytic features)