Customising Picklists & Opportunity Stages Type: #System Admin Training Learn how to modify existing picklist values by deleting ones you don’t want to use and adding new options. You’ll also learn how to add and delete Opportunity Stages to reflect your sales process. LENGTH IN MINUTES: 19:00
Customisation Overview Type: #System Admin Training What can a System Administrator customise within Workbooks? Watch this video for an overview of the things that are within a customer’s control without needing help from the Workbooks team. This video forms part of a series of...
Linking Records Through Import Type: #Importing Training Once you’re familiar with the basics of importing, you’re likely to need to understand slightly more advanced approaches. This video covers how to import Organisation records, then carry out an import to bring in People...
Dashboards Type: #Reporting Training Learn how to bring your Workbooks reports and charts together in one place to provide the right information to the business. This tutorial includes how to apply dashboard filters. LENGTH IN MINUTES: 16:30
Creating Charts Type: #Reporting Training Bring your Workbooks reports to life by adding charts of various types, including bar charts, line charts, pie charts and dial charts. This tutorial covers how to create charts and includes a worked example of how to show targets...
Using Concatenation Type: #Reporting Training Learn how you can join data together in Workbooks reports using the Concatenation function, with examples including how to find customers who have bought product A but not product B, and people who are members of one marketing...
Using The CASE Function Type: #Reporting Training Find out how to use the CASE formula in Workbooks to test conditions in your report, with worked examples covering: allocating organisations to teams based on industry sector; applying priorities to support cases and applying...
Using The IF Formula Type: #Reporting Training Learn how to use the IF formula in Workbooks to test conditions in your report, to apply one criteria OR another and to count records. LENGTH IN MINUTES: 19:03
Sharing Reports Type: #Reporting Training Once you’ve created great Workbooks reports, you’ll want to share them with other users. This tutorial covers how to share individual reports; sending reports and charts via scheduled email; and introduces adding charts and...
Introducing Targets Type: #Reporting Training This tutorial covers how to add targets to your Workbooks reports, giving you great visibility of how your business and individual teams or people within it are progressing. LENGTH IN MINUTES: 13:17
Conditional Formatting Type: #Reporting Training Learn how to introduce colour and bring your Workbooks reports to life by including conditional formatting. LENGTH IN MINUTES: 11:03
Joining Records Type: #Reporting Training Combining data from related record types enables you to leverage data from different parts of your database and build sophisticated reports. This tutorial covers joining record types together and things to bear in mind when doing...
