Unlock Reporting: Cool Tips for Beginners and Intermediates

Concentrating on Cross Filters (both Classic and in Lightning), Paul, our reporting guru will show you one of the most under-appreciated features in Reports: Cross Filters.

Have you ever wanted to deduplicate mailing lists, show Accounts where you have had Opportunities worth over £10k, or simply open Cases where there have been no recent activities? Paul will show you how to make this easy work and unlock your data for you, to bring real insights to your organisation.

Paul will also demystify Custom Report Types and show how they can be made much more user-friendly. There’ll also be time for questions afterwards on any reporting or dashboard-related matters.

Admin / Business User
Location: Council Room Date: 19/10/2018 Time: 3:30 PM - 4:00 PM Paul Ginsberg