How To
- What's a Matrix Report?
- Add a Report Formula
- Add Report Filters
- Add Specific Users To Schedule Report Out To
- Adding A Field to a Summary Report
- Auditing Reports by User Who Ran It Last
- Basic Dashboards
- Bucket Fields in Reports
- Build a Custom Report - Single Object
- Build an Appointments Report
- Build Basic Report on Appointments Canceled in the Last 30 Days
- Cost per Lead, Cost per Appointment, Cost per Sale and Return on Investment
- Create Custom Report Types with Custom Fields
- Creating a Count field on an object for better reporting
- Creating Year over Year Dashboard Metrics
- Customize X/Y Axis Names on a Report Chart
- Edit Existing Report Type to add new Custom Fields
- Emailing and Sharing Reports and Dashboards (video)
- Emailing Joined Reports
- Export & Schedule Reports
- Export Reports
- Getting Started - Department Dashboards
- How to change a Report Grouping
- improveit 360 Standard Reports & Dashboards - 2017 Edition
- Intro to improveit 360 OOTB Reports and Dashboards
- Intro to Joined Reports