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  1. improveit! 360
  2. Reports & Dashboards
  3. How To

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
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