Owner's Reports & Dashboards

This Course reviews how to Run Reports and how to Change the Date Range, Sort Order or the Grouping of a Report.

We will show you how to Refresh Dashboards and how to Schedule Dashboards to be Emailed automatically on a recurring basis. 

Finally, we'll talk about the 4 Report Formats and how a Report Type dictates which Objects and Records are queried when running a Report using a specific Report Type.