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Course Introduction
- Create & Run Reports
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Lesson 1 - Methods of Accessing Reports (2:00)
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Lesson 2 - Create a Report (2:23)
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Lesson 3 - Criteria and Operators (5:00)
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Lesson 4 - Edit Report Criteria & Columns (4:14)
- Save, Export, & Share Reports
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Lesson 1 - Save, Export and Share Reports Introduction (3 min)
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Lesson 2 - Save Report Configurations (2:58)
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Lesson 3 - Export a Report (1:39)
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Share a Report (2:17)
- Conclusion
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Related Resources
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Goodbye!
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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