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Reports and Dashboards
Reports
Updating a report
Updating a report
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Updating a report
Click on the 9 dots
Search for reports
Select reports
On the right hand side of the report select the drop down arrow
Select Run
Check confirmation message
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Creating a Report
Next:
Customising a report
Topics
Reports
7
Types of Reports
Navigating Report Lists
Creating a Report
Updating a report
Customising a report
Favouriting a Report
Subscribe to a Report
Dashboards
3
What is a Dashboard
Creating a personalised dashboard
Updating a Dashboard
Last Updated
Nov 20, 2020
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Other Resources
Accounts and Contacts
Selling and Opportunities
Courses, Attendees and Bookings
Products and Pricing
(Legacy) Services and Restocking
Reports and Dashboards
Leads and Cases
Events Management
Tasks, Chatter and Communication
Member Management
Other
Website
Restocker App - Servicing and Restocking