This four hour online classroom training provides your SugarCRM users the necessary training to successfully group, organize and extract data for analysis, create detailed row by row reports, create summation reports to group and summarize data, create matrix reports to display results in a grid format, schedule a report to run and have it delivered to you via email, add a report chart to a dashboard or home page for quick visual. This course includes hands on labs. This course is designed for both on-demand and on-premise customers.
Audience: SugarCRM users in Marketing, Advertising, in charge of Newsletters
Editions: Sugar Enterprise, Sugar Professional, Sugar Community Edition
Version(s): 5.2, 5.1, 5.0, 4.5.1
Type: Online Training
Schedule: SugarCRM Course Schedule
Objectives
This course will enable you to:
- Understand reporting features
- Navigate the Reports module
- Understand report types: Rows and Columns, Summation, Summation with Details, Matrix Reports
- Create reports
- Modify existing reports
- Schedule reports for email delivery
- Export and Print reports
- Display reports and charts on the Dashboard and Home Page
Pre-requisites: Basic end-user knowledge of SugarCRM modules/records
For more information about this course and others please contact us or e-mail trainme@levementum.com.
