Advanced Reporting And Custom Charts

CRM Advanced Reporting Webinar

Customers using our Enterprise plan can learn how to use the Advanced Reporting and Custom Chart features in their CRM by joining thisĀ  interactive webinar. The webinar will last approximately 45 minutes including a Q&A session.

We’ll demonstrate the Advanced Reporting features including scheduling, using run-time values, subtotalling and summarising. The webinar will also show you how to use the Custom Chart widgets and personalise your dashboard.

Next Webinar Dates

Please note international time zones

Wednesday 19 October 2022

UK 4:00 pm (BST), USA 8:00 am (PDT), 11:00 am (EDT)

Wednesday 19 October 2022

Sydney, Australia 12:00 pm (AEDT), Singapore 09:00 am (SGT)

Tuesday 13 November 2022

UK 4:00 pm (GMT), USA 8:00 am (PST), 11:00 am (EST)

Wednesday 16 November 2022

Sydney, Australia 12:00 pm (AEDT), Singapore 09:00 am (SGT)

Advanced Reports CRM Webinar Agenda

The webinar will take a detailed look at the CRM advanced reporting features, including:

  • Scheduling: How to scheduleĀ  regular reports and deliver them to your inbox.
  • Run-time Values: Simply change the filter value of your reports each time you run them.
  • Output Option: Edit the output values of your reports to summarise, subtotal etc.
  • Custom Chart Widgets: Create custom widgets to monitor your KPIs from your dashboard.

Webinar On-demand

If you can’t make the webinar dates you can watch a recording by registering here.