Sticky Live Webinar

Live Reports Q&A - Wednesdays 8am PST

Userlevel 4

+3

Join our Reports Q&A session and ask an expert for help and advice on the reports you’re looking to build.

Sign up here for our Reports Q&A

Wednesdays 8am - 9am PST

We’ll start with a 15-minute walkthrough followed by up to 45 minutes of Q&A time.

Bring your questions about:

Note: The webinar will end early if there are no attendees in the first 15 minutes.

Not finding what you're looking for? Check out our other webinar options here.

Can’t attend live? Check out the recording below!

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Userlevel 6

+5

In addition to our core agenda, we talked about:

Adding any custom fields (such as Division or Upsell Potential) using the Configure Custom Fields button in the top right. Note, many of them may have been added for you automatically depending on how many custom fields you have.
TIP: I recommend you add all your custom fields now so they'll be included in your next data refresh.
To schedule an email, go to a Dashboard and click the [...] in the top right corner. You can also export your Dashboard as a PDF.
You can export individual Insights as a CSV or XLSX file by hovering over it and clicking the [...].