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Welcome Video
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Course Introduction
- Creating & Running Reports
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Lesson 1 - Methods of Accessing Reports
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Lesson 2 - Watch It: Create a New Report
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Lesson 3 - Criteria and Operators
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Lesson 4 - Watch It: Editing Criteria & Columns
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Lesson 5 - Practice It: Create, Configure, and Run a Report
- Saving, Exporting, & Sharing Reports
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Lesson 1 - Saving, Exporting and Sharing Reports Introduction
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Lesson 2 - Watch It: Export and Share a Report
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Lesson 3 - Practice It: Export and Share a Report
- Conclusion
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Review
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Resources
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Goodbye!
Introduction to CRM Reporting (STAFF)
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.
Tasks:
- Begin a new report
- Add report criteria including operators
- Add report columns
- Save report configurations
- Export reports
- Share Reports