In-Form advanced reporting

Use advanced reporting functions such as Matrix Reports, Joined Reports, Cross Filters and Analytic Snapshots.

Who is this course for?

This course is for staff who are responsible for creating reports. Course attendees must be competent in creating basic reports in Salesforce. You will probably have attended the In-Form basic report training, but this is not essential.

What will you learn?

On completion of this course you will be able to set up and use the following reports and functions:

  • Matrix reports
  • Joined reports
  • Cross filters
  • Analytic snapshots

The first part of the course will involve learning the theory behind these advanced reporting functions and practicing them in the demo site. During the second part of the course you will have the opportunity to build reports within your organisation's system.

Duration

One day course

Costs (in-house training)

This course costs £600. It can be booked in-house for up to 8 people.