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Webinar: Workbooks Reporting

April 21 @ 10:00 am - 11:00 am BST

In this session we will cover the basic requirements to get to grips with reporting so that you can consolidate the data that you need to see.
  • Report Planning
  • The structure of a Report
  • Template Reports
  • Building a Sales Pipeline
  • Introduction to Charts
  • Adding Reports and Charts to Dashboards


Jean Hardie-Matthews
Jean Hardie-MatthewsTraining and Enablement Manager
At Workbooks we pride ourselves on being the friendly CRM company, but all software needs someone to teach the basics and that is where Jean comes in. She makes sure that the whole Workbooks […]
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