Sugar Reports Creation and Dashboard Setup
Total Cost: $150 | Duration: 3 Hours
The Sugar Reports Creation and Dashboard Setup course is designed for business users and administrators who want to efficiently create, manage, and run reports in SugarCRM. In this course, you’ll learn how to create custom reports, use the four types of reports available, and add Dashlets to summarize your report data. You’ll also gain the skills to share and schedule reports, and effectively use them for analysis and decision-making.
$150.00
- Description
- Course Details
Description
Total Cost: $150 | Duration: 3 Hours
The Sugar Reports Creation and Dashboard Setup course is designed for business users and administrators who want to efficiently create, manage, and run reports in SugarCRM. In this course, you’ll learn how to create custom reports, use the four types of reports available, and add Dashlets to summarize your report data. You’ll also gain the skills to share and schedule reports, and effectively use them for analysis and decision-making.
Session: Sugar Reports Creation and Dashboard Setup
Description: This session dives deep into Sugar’s reporting features, teaching users how to create and customize reports, add Dashlets to their dashboards, and use reports for different purposes within the system.
Price: $150
🕖 Duration: 3 Hours
➡ Course Detail
Topics Covered
- Navigating the Reports Module
- Creating Custom Reports
- Understanding the 4 Different Types of Reports:
- Rows and Columns Report
- Summation Report
- Summation with Details Report
- Matrix Report
- Editing, Sharing, and Scheduling Reports
- Adding a Custom Report to Your Home Page and Intelligent Pane Dashboards
- Understanding Which Report to Use for Specific Purposes
