Reporting

Section five of the training schedule takes an in depth look at reporting. Reporting comes as the last item in the training schedule as a natural way to look back at the previous steps to ensure everything has been set up correctly. Reporting will also provide managers with the data needed to make correct business decisions.

  1. LEADS TAB
  2. REPORTS TAB
  3. REPORTS LINKS
  4. REPORTS ENGINE
    1. VIEWING REPORTS
    2. CREATING NEW REPORTS
      1. STEP 1: PLANNING THE REPORT
      2. STEP 2: REPORT TYPE
      3. STEP 3: REPORT PROPERTIES
      4. STEP 4: DATA GRID DEFINITIONS
      5. STEP 5: FILTERS
      6. STEP 6: GRAPH SETTINGS
      7. STEP 7: DETAIL/DRILL DOWN INFORMATION
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