HandsOn Connect Documentation
Topics
- Getting Started with Reporting 2
- HandsOn Connect Reports that are 'Ready to Run" 1
- Managing Reports with Folders 3
- Working with Reports 3
- Customizing Reports 4
- Summary & Matrix Reports 5
- Using the Drill Down Feature 1
- Adding Charts and Graphs 1
- Creating a New Report 2
- Dashboards 4
- Advanced: Creating a New Report Type 3
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Advanced Report Examples and Techniques
4
- 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 4
- Advanced: Report Overview Videos (analytic features) 3
Can’t find the answers here? Current HOC Customers can join us at one of our daily lab sessions:
No appointment is needed. Just come to the URL https://zoom.us/j/4624114111
Mondays: 2 – 3 pm Eastern
Tuesdays: 4:30 – 5:30 pm Eastern
Wednesdays: 2 – 3 pm Eastern
Thursdays: 2 – 3 pm Eastern
Fridays: Noon – 1 pm Eastern
Other Resources
Announcements and Release Notes
- Announcements
- Release Notes
Training for All Users (staff and administrators)
- Using the HandsOn Connect Public Site
- Getting to know Salesforce
- Volunteer Opportunities, Occurrences and Connections
- Working with Contacts & Organizations
- Teams
- Reports and Dashboards
- Using the Sharing Portal
Training for System Administrators
- Content Management System (CMS)
- System Administrator - Control Panel Settings
- System Administrator -- Intro to Customizing HOC to meet your business practices
System Administrator Resources
- Advanced System Administrator Guide
- Data Management for Salesforce Administrators
- Advanced Features for HOC 3.0
- Check-In Kiosk
- Verified Volunteers
- Click & Pledge