Reporting

Customized Reports

• Packaged Reports and How to Create Them
• Customized Reports Save/Share Permissions
• How to Customize a Report

Standard Reports

• Mining for Gold: Finding Stalled Leads
• Event Efficacy Report
• Occupancy Report: Ending Goal and Ending Variance
• Activities vs. Goal Report
• Automation Efficacy Report
• Bulk Emails Dashboard

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