Advanced Reporting: Year End Reports That Dazzle and Amaze 2018 (Advanced Formatting Techniques)
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
This webinar covers the following topics, all of which have separate/individual tutorials in the reports section of the support library if you need more detailed step-by-step instructions:
- Overview/Introduction: 00:00 - 08:00
- Review of Grouping and AggSum Functions: 08:00 - 11:00
- Show Your Logo and Organization Name on Report: 11:00 - 12:35
- Add Date and Time Run to the Report (Now function): 12:35 - 13:30
- Basics of Using Formulas and Functions: 13:30 - 18:20
- Display The Filters Applied to the Report on the Report:18:20 - 21:30
- Concatenate/Add Custom Text in Field Output: 21:30 - 32:10
- Alternate Row Shading and Custom Color Schemes: 32:10 - 37:50
- Sorting by Total Amount (AggSum) (using Top/Bottom filter): 37:50 - 44:45
- Using Min/Max Function (first date, last date, smallest amount, largest amount): 44:45 - 51:40
- Using Year Function: 51:40 - 55:00
- Using If/Then Statements: 55:00 - 60:00
- If/Then Statements With Multiple Criteria (And Function and Switch Function): 60:00 - 63:00
- Conditional Formatting: 63:00 - 65:10
- Using Cell Value Function 63:40 - 63:50
- Calculating the Time/Difference Between Two Dates (DateDiff Function): 63:50 - 66:50
- Conclusion/Q&A: 66:50 - 71:31
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