Workbooks drop-in-clinic: Updating through imports webinar recording Type: #Videos#Webinar Recordings In this week’s session, we will continue to look at importing data into Workbooks. We\'ll cover: •  Using unique identifiers •  Updating records with an import •  Relating your import to other records
Workbooks drop-in-clinic: Importing Basics Webinar Recording Type: #Videos#Webinar Recordings For this week’s session, we will start looking at importing data into Workbooks. We\'ll cover: •  Setting up your Import •  Mapping your data into Workbooks •  When your import finishes
Workbooks drop-in-clinic: User Management Webinar Recording Type: #Videos#Webinar Recordings In this session, we\'ll be exploring User Management. We\'ll cover: •  Licences and Modules •  Creating new users •  Changing a user\'s name and disabling a user\'s account
Workbooks drop-in-clinic: Sharing information between Workbooks and Outlook webinar recording Type: #Videos#Webinar Recordings In this session, we will look at the Workbooks Outlook Integration and how it can be used. We\'ll cover: •  What the integration is •  What records can be synced between Workbooks and Outlook •  How you can...
Workbooks drop-in-clinic: Setting up email accounts webinar recording Type: #Videos#Webinar Recordings In this session, we will explore setting up email accounts within Workbooks, enabling users to communicate with others. We will cover: Configuring email accounts within Workbooks How to create Email Signatures ...
Workbooks drop-in-clinic: Creating Targets webinar recording Type: #Videos#Webinar Recordings In this session, you will learn about how you can introduce Target information within your Reports allowing visibility on progressing against Targets. We will cover: How Targets can be added within your reports ...
Workbooks drop-in clinic: Snapshot Reporting webinar recording Type: #Videos#Webinar Recordings In this session, you will learn about Snapshot Reporting and how it can be used for Trend Analysis and flattening data. We will cover: What is Snapshot reporting and how it is different from regular Reports How to...
Workbooks drop-in clinic: Tying data from multiple columns into a String webinar recording Type: #Videos#Webinar Recordings In this session, we’ll continue looking at using formulae within your reports, focusing on CASE statements. We’ll be covering: Simple Concatenation, allowing you to join two or more strings of data together ...
Workbooks drop-in clinic: Master your charts webinar recording Type: #Videos#Webinar Recordings In this session, you will learn how to generate charts to display data within your reports, which is often a more effective way to communicate results. We will cover: The types of charts you can create,...
Workbooks drop-in clinic: Create conditional statements webinar recording Type: #Videos#Webinar Recordings For this week’s session, we’ll continue looking at using formulae within your reports focusing on CASE statements. We\'ll cover: Comparing IF and CASE statements, to decide which is better suited to your needs How...
Workbooks drop-in clinic: Craft your Formulae webinar recording Type: #Videos#Webinar Recordings This week, we will start digging into formula building allowing you to perform more complex calculations. We will cover: Using an IF statement to check if a value meets a particular criterion or not and output a specific...
Workbooks drop-in clinic: Sharing reports webinar recording Type: #Videos#Webinar Recordings Join our support team and other users in our new bi-weekly webinar where you can get tips, tricks and support. In this week’s session, we’re going to show you how to share the information from your reports with others. ...
