Reports Q&A - Webinar recording

  • 20 April 2021
  • 1 reply

Userlevel 4
Badge +3

ⓘ Due to low attendance, we will no longer be offering this webinar.

As an alternative, we recommend:

  1. Our weekly general Q&A,
  2. Our other Workflow Automation resources,
  3. Posting to our Community forum, or
  4. Getting in touch with out chat support in the web app

We also have a recording of a previous webinar session below.

Our team is in the process of restructuring our live webinar offerings. More to come on that!


This topic has been closed for comments

1 reply

Userlevel 7
Badge +7

Here’s the session recording from May 5 2021. 

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 [...].