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Welcome Video
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Course Introduction
- Dynamic Dates
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Lesson 1 - Using Dynamic Dates as Criteria in Reports
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Lesson 2 - Watch It: Using Dynamic Dates as Criteria in Reports
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Lesson 3 - Practice It: Create a Report with Dynamic Dates
- Search Groups
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Lesson 1 - Using Search Groups in a Report
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Lesson 2 - Watch It: Using Search Groups in a Report
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Lesson 3 - Practice It: Create a Report Using Search Groups
- Exclude From Results
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Lesson 1 - Using Exclude From Results
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Lesson 2 - Watch It: Using Exclude From Results in Reports
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Lesson 3 - Practice It: Create a Report Using Exclude From Results
- Search Within Results
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Lesson 1 - Using Search Within Results
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Lesson 2 - Watch It: Using Search Within Results in Reports
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Lesson 3 - Practice It: Create a Report Using Search Within Results
- Conclusion
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Review
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Resources
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Good Bye!
Advanced CRM Reporting
In this course you will learn about advanced reporting features
Learn about advanced reporting features including Dynamic Dates, Search Groups, and searching within subsets using Exclude From Results and Search Within Results.
Learning Objectives:
- Define dynamic dates
- Describe the purpose of dynamic dates
- Define search groups
- Describe the purpose of search groups
- Define Exclude From Results
- Describe the purpose of Exclude From Results
- Define Search Within Results
- Describe the purpose of Search Within Results