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Reporting
Welcome to Reporting
Introduction and why reports are powerful (1:34)
Case Study (1:06)
Navigating to Reporting (1:39)
Resources (1:23)
Get CPD or CPE points
Module 2 - Templates
Introduction to Templates (0:29)
Templates vs. Entity-Specific Reports (2:12)
Pre-built templates (2:45)
Templates (8:14)
Entity-Specific Reports (4:32)
Report styling (5:50)
AI Commentary (13:33)
Shortcut to adding items to your report (1:44)
Module Summary (0:22)
Quiz Q1-Q4
Quiz Q5
Quiz Q6-Q8
Module 3 - Live Views
Introduction to Live Views (0:43)
How to create a Live View (9:19)
Navigating the Live View tab options (1:35)
Using a Live View, sharing it, and adding comments (4:32)
Module Summary (0:22)
Quiz
Module 4 - Schedules
Introduction to Schedule Reports (1:05)
How to create schedule reports and how to understand the dashboard (5:19)
Module Summary (0:43)
Quiz
Module 5 - Course Summary
Conclusion (0:36)
Let us know what you think! (0:20)
How to create a Live View
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