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 this live and interactive webinar. The webinar will last approximately 30 minutes, including a 15 minutes 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 Live Webinar Dates

Please note international time zones

Thursday 5 December 2019

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

CRM Webinar Agenda

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

  • Scheduling: How to schedule  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.