List Reports Type: #Product Videos#Reporting Training Learn about the fundamental building block of all Workbooks reports – a Details view. This tutorial covers how to add in new columns, apply criteria and covers how to start building a Sales Pipeline report as well as...
Summary Reports Type: #Product Videos#Reporting Training This tutorial guides you through adding Summary views to your Workbooks reports so that you can include sub-totals and groups. It also introduces the concept of split columns, enabling you to build matrix reports. LENGTH IN...
Workbooks Record Types Type: #End User Training#Product Videos Familiarise yourself with different record types in Workbooks and how they link together, to make navigating, writing templates and reporting much easier. LENGTH IN MINUTES: 04:41
What Do Records In Workbooks Look Like? Type: #End User Training#Product Videos Find out about what different record types look like in Workbooks and how different fields work. LENGTH IN MINUTES: 22:52
Joining Records Type: #Product Videos#Reporting Training Combining data from related record types enables you to leverage data from different parts of your database and build sophisticated reports. This tutorial covers joining record types together and things to bear in mind when doing...
The Standard Lead To Cash Workflow Type: #End User Training#Product Videos This video provides an overview of the standard workflow from an initial Lead through to generating transactions records such as Orders and Invoices and shows converting a Lead to an Opportunity. LENGTH IN MINUTES: 07:55
Conditional Formatting Type: #Product Videos#Reporting Training Learn how to introduce colour and bring your Workbooks reports to life by including conditional formatting. LENGTH IN MINUTES: 11:03
Searching For Data In Workbooks Type: #End User Training#Product Videos Learn how to find data in your system quickly and easily. LENGTH IN MINUTES: 03:54
Introducing Targets Type: #Product Videos#Reporting Training This tutorial covers how to add targets to your Workbooks reports, giving you great visibility of how your business and individual teams or people within it are progressing. LENGTH IN MINUTES: 13:17
Applying Filters And Saving Views Type: #End User Training#Product Videos Customise views using filters to help you focus on groups of records that are important to you. LENGTH IN MINUTES: 16:14
Preferences Type: #End User Training#Product Videos Modify your Preferences to make using Workbooks easier for you. LENGTH IN MINUTES: 08:18
Sharing Reports Type: #Product Videos#Reporting Training Once you’ve created great Workbooks reports, you’ll want to share them with other users. This tutorial covers how to share individual reports; sending reports and charts via scheduled email; and introduces adding charts and...
