Unlock Reporting: Cool Tips for Beginners and Intermediates, Paul Ginsberg

Have you ever wanted to deduplicate mailing lists, show Accounts where you have had Opportunities worth over £10k, or simply open Cases where there has been no recent activities?

We will show you how to make this easy work, and give you unlock your data for you, to bring real insights to your organisation. Touching upon Custom Report Types, Cross Filter and the Power of One, we’ll also explore some fundamentals about how to get the the information your users need, as opposed to what they ask for! They’ll also be time for questions afterwards on any reporting or dashboard related matter.

Leave a Reply

Your email address will not be published. Required fields are marked *