Planning Your Report Type: #Reporting Training Taking time to plan your Workbooks report will result in much better, more accurate reports and save you time in the long run. This tutorial looks at 6 key areas to think about before starting your report. LENGTH IN...
What Does A Report Consist Of? Type: #Reporting Training Learn about the structure of a Workbooks Report and the terminology that will help you build good quality accurate reports. Understand the difference between Details and Summary views and when you would use each one. LENGTH IN...
Creating A New Report Type: #Reporting Training Learn about the four ways you can start your Workbooks reports: Using templates; Copying an existing report; Using a pre-populated report; Blank reports. LENGTH IN MINUTES: 03:49
List Reports Type: #Reporting Training Learn about the fundamental building block of all Workbooks reports – a Details view. This tutorial covers how to add in new columns, apply criteria and covers how to start building a Sales Pipeline report as well as...
Summary Reports Type: #Reporting Training This tutorial guides you through adding Summary views to your Workbooks reports so that you can include sub-totals and groups. It also introduces the concept of split columns, enabling you to build matrix reports. LENGTH IN...
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...
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
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
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...
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
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 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...
