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Open Source CRM Reports and Dashboards
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Course Name Description Course Number Duration Intended Audience Pricing Purchase
CRM Reports and Dashboards Creating, Using, Reports and Dashboards Modules USR-SugarCRM-Reporting-301 4h* Users, Admins 500USD

Course Benefits

Learners will acquire an understanding of the intelecrm Reporting module. After completing this course students will be able to: group, organize, and extract data for analysis.

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Who Should Attend

This course is targeted for all system users.

Learning Objectives

  • Row and Column reports
  • Summation reports
  • Choosing display columns
  • Setting up graphs
  • Favorite reports
  • Exporting report details
  • Using reports with other modules
  • Scheduling Reports

Prerequisites

It is recommended that students complete USR-SugarCRM-101 prior to taking this course.

*Duration includes up to 2 hours of prep and post, and up to 2 hours of training.

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