SW/CN Reports & Dashboards

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SW/CN Reports & Dashboards

In this Reports and Dashboards Course we will cover how to change a Data Range, Add Fields, Create Groupings and Filter data within Reports. 

We will discuss the most commonly used Report Formats and how to Share Reports as well as Schedule them to be automatically emailed on a recurring basis. 

Download the following Reference Documents for this Course:

Salesforce Relative Date Values

Salesforce Formulas Functions and Operators

improveit 360 Reports & Dashboards

All of your responses are recorded and your Onboarding Team will review your responses with you during your next one-on-one Q&A Session.