This is a recording of the "Advanced Reporting" webinar provided by Exago. The link below will take you to the video on their website (external web link).
NOTE: Due to a recent update to the reporting module, you may notice some differences between your system and the screenshots in this tutorial. We are working to update the screenshots, but in the meantime, the steps in the tutorial below are accurate/have not changed
Advanced Reporting Webinar Recording
Topics covered in this webinar include:
Session 1
- Introduction
- Overview
- Case 1
- Grouping by Formula
- Conditional Formatting
- Charting: Single vs. Multi Series
- Case 2
- Order Breakdown
- Charting: Align Data Across Series
- Drilldowns (Linked Reports)
- Hyperlink
- Case 3
- Showing Percentages
- Advanced Crosstab functionality
- Q & A Period 30 Min
- Break
Session 2
- Case 4
- Meeting Sales Quotas
- Complex Formulas
- Prompting Parameters
- Prompting Values on Dashboards
- No Data Qualified
- Case 5
- Creating a Transcript
- Repeating Group Sections
- Creating and Uploading Document Templates
- Case 6
- Requiring Filters
- Advanced Filters
- Server Events
- Sharing Reports
- Q & A Period
- Closing
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