Salesforce

Introduction Reports: Course Overview

« Go Back
Information
Introduction Reports: Course Overview
360049466074-Introduction-Reports-Course-Overview
Details

To familiarize yourself with the course please read  START HERE.

CyberGrants platform enables you to report on your grants, employee giving, and volunteer programs in one convenient location. This course is comprised of 6 learning modules. At the end of the course you should:

  • Be able to create your own ad-hoc report including a matrix report
  • Know how to use filters
  • Understand which report topic to select
  • Understand how report portlets work
  • Be able to use report functionality
  • Know how to configure administrative features.

You can watch each module independently or the whole course in one sitting. 

Module 1 – Report Types and Ad Hoc Report Creation

Start Here: Module 1 – Report Types and Ad Hoc Report Creation

Topics Covered:

Report Types

  • Standard
  • Ad-Hoc: Matrix, Grouped, Tabular
  • Custom

Ad-Hoc Report Creation

  • Report Topics
  • Report Filters
  • Adding/Removing Report Fields
  • Additional Features
  • Sum/Median
  • Links
Module 2 – Matrix Reports
Next Course: Module 2 - Matrix Reports

Topics Covered:

  • Building a Matrix Report
Module 3 – Report Portlets
Next Course: Module 3 - Report Portlets

Topics Covered:

  • Available Portlets
  • How to Use
  • Security
Module 4 -  Report Functionality
Next Course: Module 4 - Report Functionality

Topics Covered:

  • Scheduling
  • One click
  • Favorites
  • Editing
  • Cloning
  • Sharing
  • Tagging
Module 5 - Administrative Features
Next Course: Module 5 - Administrative Features

Topics Covered:

  • Configure Report Fields
  • Configure Report Topics
  • Configure Report Categories
Module 6 -Reports Helpful Hints & Tips
Next Course:Module 6 -Reports Helpful Hints & Tips

Topics Covered:

  • Ad-hoc Report Tips
  • Report Filter Tips
Test Your Knowledge
 

What else do you need help with?

Not what you're looking for? Navigate to Reports Overview

Powered by