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Introduction to CRM Reporting

In this course you will learn how to get started with reporting in Neon CRM.

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About this course

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

Curriculum

  • Reporting Basics
  • Access Reports
  • Create and Run a New Report (5:48)
  • Operators in Reporting
  • Use Search Groups in a Report (3:18)
  • Use Search Within Results in a Report (2:53)
  • Use Exclude Criteria in a Report (3:57)
  • Save, Export, & Share Reports
  • Save, Export, and Share Reports (4:54)
  • Conclusion
  • Related Resources
  • Share Your Feedback

About this course

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

Curriculum

  • Reporting Basics
  • Access Reports
  • Create and Run a New Report (5:48)
  • Operators in Reporting
  • Use Search Groups in a Report (3:18)
  • Use Search Within Results in a Report (2:53)
  • Use Exclude Criteria in a Report (3:57)
  • Save, Export, & Share Reports
  • Save, Export, and Share Reports (4:54)
  • Conclusion
  • Related Resources
  • Share Your Feedback