Want to learn how to see data and trends in time entry, the health of projects, late tasks, financial data, and much more?
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- Track Time & Bill
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Your library with the latest insights, product news, and expert webinars designed to help your team deliver projects smarter and scale faster.
- Platform
- Plan and Execute
- Track Time & Bill
- Manage Resources
- Measure & Improve
- Workflows & Automation
Explore Our Library
Your library with the latest insights, product news, and expert webinars designed to help your team deliver projects smarter and scale faster.
About Webinar
In This Webinar You Will Learn
Best practices for reporting on Cloud Coach data.
How to create new report types
How to format reports with groupings, conditional highlighting, and graphs.
Speakers
Bri Snook
Director of Product and Training
Abrigail Minton
Learning and Development Specialist
Bri Snook
Director of Product and Training
Abrigail Minton
Learning and Development Specialist
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ON-DEMAND WEBINAR
How To: Cloud Coach Reporting
Want to learn how to see data and trends in time entry, the health of projects, late tasks, financial data, and much more? This webinar will review how to create common reports on Cloud Coach data using the existing Salesforce reporting functionality. This will include best practices and how to create common reports using out-of-the-box report types and how to create additional report types when needed.
In this webinar you’ll learn
- Best practices for reporting on Cloud Coach data.
- How to create new report types
- How to format reports with groupings, conditional highlighting, and graphs.
Speakers
-
Bri SnookDirector of Product and Training
-
Abrigail MintonLearning and Development Specialist