Product Training: Reporting

April 9th, 2024

This week's Product Training covers all things Reporting! In this call we cover:

  • How to navigate Reporting
  • How to build a Custom Report
  • Canned Reports vs Custom Reports
  • What clients find most useful about Reporting
  • What's coming in the future for Reporting👀

Check it out here:

Thanks for watching! Please feel free to slack Lindsay Ruan or email with any feedback you have, or what you'd like to see in the next training!