This course will cover best practices for creating custom Contact reports, custom Activities reports, and scheduled reports. We will demonstrate how to create these custom reports by using filtering for the relevant data and selecting the columns we want to include in the report. After that, there will be a moment for any questions about custom reports.
Next, there will be a demonstration on how to use the scheduled reports tool followed by another round for any questions. This webinar will be recorded for future viewing. If you can’t make it, go ahead and register anyway. You’ll receive the recording a little later.