About
This live and interactive webinar looks at the features included in the Advanced Reporting and Custom Chart tools included in our CRM Enterprise plan. The webinar will last approximately 45 minutes, including a Q&A session.

We’ll demonstrate the Advanced Reporting features including scheduling, using run-time values, subtotalling and summarising. The webinar will also show you how to create Custom Chart widgets to personalise your dashboard data.
When
Agenda
  • Advanced reporting fields and settings
  • Scheduling reports
  • Using report run-time options
  • Using report output options
  • Creating Custom Charts
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