The Introduction to Building Reports and Dashboards webinar was hosted in July 2020. The video included below is a recording of the live 2-Hour Webinar. This session covers:
This session covers the four Report Formats and how to build Tabular and Summary Reports using a single object Report Type. We’ll cover some common Filters used on Lead Source Reports, Appointment Reports and Sale Reports and we’ll discuss the importance of Report Grouping and understanding Report “Count” Fields like “Demo” and “Issue.” In the second half of this session, we’ll build a Dashboard showing data from the single-object Reports created during the first half of the session.
Download the attached documents covering the click-by-click instructions shown during this webinar and the Out-of-the-Box Reports and Dashboards available in improveit 360 as of August 2017.
NOTE: If your improveit 360 system was created prior to August 2017 you may not have all the Reports and Dashboards shown in this video and attached documentation. improveit 360 continually makes enhancements to the software. The 2017 Summer enhancements included improved Reports and Dashboards. Unfortunately, the 2017 Reports and Dashboards package cannot be installed retro-actively and these Reports and Dashboards are only available when a new improveit 360 system is created.