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Course Introduction
- Creating & Running Reports
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Lesson 1 - Methods of Accessing Reports (2 min)
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Lesson 2 - Watch It: Create a New Report (1:06 min)
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Lesson 3 - Criteria and Operators (5 min)
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Lesson 4 - Watch It: Editing Criteria & Columns (4:01 min)
- Saving, Exporting, & Sharing Reports
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Lesson 1 - Saving, Exporting and Sharing Reports Introduction (3 min)
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Lesson 2 - Watch It: Saving Report Configurations (1:11 min)
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Lesson 3 - Watch It: Exporting a Report (0:48 min)
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Lesson 4 - Watch It: Sharing a Report (2:05 min)
- Conclusion
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Review
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Resources
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Goodbye!
Introduction to CRM Reporting
In this course you will learn how to get started with reporting in Neon CRM
Learn how to get started with reporting in Neon CRM by navigating to reports, understanding the types of reports, and creating, saving, and sharing new reports.
Learning Objectives:
- Describe the process of creating a new report
- Define each operator used when creating report criteria
- Describe the characteristics of saving report configurations, exporting, and sharing reports