Reporting: An Overview

Relied heavily on by every user, manager and executive,’s robust reporting solution allows sales, marketing, and customer service teams to create reports and analytics for use in running your business day to day.

In this session, we’ll provide you an overview of the reporting toolset and demonstrate how easy it is for the non IT user to generate insights, intelligence and meaningful data to spur action. We’ll go over the basics of creating and editing reports in including:

  • Creating a custom source view
  • Understanding report types
  • Using search criteria
  • Formatting your reports