-
Course Introduction
- Dynamic Dates
-
Lesson 1 - Using Dynamic Dates in Criteria
-
Lesson 2 - Watch It: Using Dynamic Dates in Criteria
- Search Groups
-
Lesson 1 - Using Search Groups in a Report
-
Lesson 2 - Watch It: Using Search Groups in a Report
- Exclude From Results
-
Lesson 1 - Using Exclude From Results
-
Lesson 2 - Watch It: Using Exclude From Results in Reports
- Search Within Results
-
Lesson 1 - Using Search Within Results
-
Lesson 2 - Watch It: Using Search Within Results in Reports
- Conclusion
-
Review
-
Resources
-
Good Bye!
Advanced CRM Reporting (STAFF)
Learn about advanced reporting features including Dynamic Dates, Search Groups, and searching within subsets using Exclude From Results and Search Within Results.
Learning Objectives:
- Define dynamic dates
- Describe the purpose of dynamic dates
- Define search groups
- Describe the purpose of search groups
- Define Exclude From Results
- Describe the purpose of Exclude From Results
- Define Search Within Results
- Describe the purpose of Search Within Results