HandsOn Connect Documentation
Topics
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Getting Started with Reporting 2
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HandsOn Connect Reports that are 'Ready to Run" 1
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Working with Reports 3
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Using the Drill Down Feature 1
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Adding Charts and Graphs 1
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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?
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Advanced: Report Overview Videos (analytic features) 3
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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