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Welcome Video
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Course Introduction
- One-Click Reports
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Lesson 1 - Watch It: Accessing One-Click Reports & Modifying Columns
- Stats Report
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Lesson 1 - Creating a Stats Report
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Lesson 2 - Watch It: Creating a Stats Report
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Lesson 3 - Practice It: Create, Configure, and Run a Stats Report
- Daily Reports
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Lesson 1 - Daily Reports
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Lesson 2 - Watch It: Accessing Automatic Daily Reports
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Lesson 3 - Watch It: Running a Custom Date Range Daily Report
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Lesson 4 - Practice It: Running an Automatic and Custom Date Range Daily Report
- Executive Reports
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Lesson 1 - Executive Reports
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Lesson 2 - Watch It: Creating an Effectiveness Over Time Executive Report
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Lesson 3 - Practice It: Build an Effectiveness Over Time Executive Report
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Lesson 4 - Watch It: Creating an Income Analysis Executive Report
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Lesson 5 - Practice It: Create an Income Analysis Executive Report
- Conclusion
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Review
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Resources
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Goodbye!
Leveraging Preconfigured Reports (STAFF)
Learn how to access and utilize preconfigured reports within Neon CRM including: One-Click Reports, Stats Report, Executive Reports, and Daily Reports.
Learning Objectives:
- Describe the purpose of the One-Click Reports
- Describe the purpose of the Stats Report
- Describe the purpose of Daily Reports
- Describe the purpose of the Executive Reports