Adhoc Reports & Dashboard Training Series
Session 7: Tables and Views and Joins, Oh My! (Super Advanced)
Tables and Views and Joins, Oh My! (Super Advanced) This session is for database enthusiasts. Participants should have a basic understanding of tables, views, and joins. Learn how to join multiple tables and views to create complex reports. Get an ...
Session 6: Master Filters and Dashboards (Advanced)
Master Filters and Dashboards (Advanced) Learn how to use complex filters in your ad-hoc reports and on your dashboards. Create default dashboards for different user groups. Understand important settings, such as user permissions, required to create ...
Session 5: Get Fancy With Complex Report Parts (Advanced)
Get Fancy With Complex Report Parts (Advanced) Take your adhoc reports to the next level by adding report parts such as maps, forms, and complex charts. If you are having trouble viewing the video above, please click here . Handout To view the ...
Session 4: Next-Level Report Features (Advanced)
Next-Level Report Features (Advanced) Get fancy when it comes to your adhoc reports. Learn how to create hyperlinked fields, use calculated fields, color code your data, add drill down capabilities, and more. If you are having trouble viewing the ...
Session 3: Customize Module Dashboards (Beginner)
Customize Module Dashboards (Beginner) To learn more about how you can customize module dashboards, please view the video above. If you are having trouble viewing the video please click here.
Session 2: Create Reports with Multiple Report Parts (Beginner)
Create Reports with Multiple Report Parts Handout: https://showtime.zoho.com/profile/738395332/736456691/Create-Reports-with-Multiple-Report-Parts-Beginner
Session 0: Intro to Ad-Hoc Reports (Beginner)
Intro to Ad-Hoc Reports Handout To download the handout referenced in the video above please click the attachment below.
Session 1: How to Create an Ad Hoc Report (Beginner)
How to Create an Ad Hoc Report (Beginner)