« All Events

  • This event has passed.

Reports & Dashboards Workshop

September 26 @ 1:00 pm – 3:30 pm EDT

Virtual Event

Learn how to leverage reports and dashboards to present and analyze your Salesforce data. This hands-on workshop will help you understand the different types and formats of reports and how to navigate the reports and dashboard tabs.

Free
Price / Duration
  • Workshop Cost: $299 USD FREE!
  • Duration: 2.5 Hour Workshop
This Course is Ideal for:
  • Salesforce Admins
  • Department Power Users
  • Any Salesforce User Looking to Master Reports and Dashboards
Topics:
  • Folders, permissions and sharing
  • Running and Modifying Reports
  • Creating New Reports with the Report Builder
  • Working with Report Filters
  • Summarizing with Formulas and Visual Summaries
  • Exporting and subscribing to Reports
  • Building Dashboards
  • Alternatives for viewing your data
Prerequisites

Soliant Consulting Sales Cloud User Intro Workshop or equivalent experience.

Register
Scroll to Top