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Welcome Video
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Course Introduction
- One-Click Reports
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Lesson 1 - Watch It: Accessing One-Click Reports & Modifying Columns
- Stats Report
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Lesson 1 - Creating a Stats Report
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Lesson 2 - Watch It: Creating a Stats Report
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Lesson 3 - Practice It: Create, Configure, and Run a Stats Report
- Daily Reports
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Lesson 1 - Daily Reports
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Lesson 2 - Watch It: Accessing Automatic Daily Reports
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Lesson 3 - Watch It: Running a Custom Date Range Daily Report
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Lesson 4 - Practice It: Running an Automatic and Custom Date Range Daily Report
- Executive Reports
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Lesson 1 - Executive Reports
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Lesson 2 - Watch It: Creating an Effectiveness Over Time Executive Report
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Lesson 3 - Practice It: Build an Effectiveness Over Time Executive Report
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Lesson 4 - Watch It: Creating an Income Analysis Executive Report
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Lesson 5 - Practice It: Create an Income Analysis Executive Report
- Conclusion
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Review
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Resources
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Goodbye!
Leveraging Preconfigured Reports
In this course you will learn how to access and utilize preconfigured reports within Neon CRM
Learn how to access and utilize preconfigured reports within Neon CRM including: One-Click Reports, Stats Report, Executive Reports, and Daily Reports.
Learning Objectives:
- Describe the purpose of the One-Click Reports
- Describe the purpose of the Stats Report
- Describe the purpose of Daily Reports
- Describe the purpose of the Executive Reports