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.


  • Bri Snook
    Bri Snook
    Director of Product and Training
  • Abrigail Minton
    Abrigail Minton
    Learning and Development Specialist

Schedule a tailored demo with one of our project specialists.

  • Fill out the form below
  • Our team will reach out within 24 hours to discuss your unique requirements
  • We’ll schedule a 1:1 demo with one of our product specialists  
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A Cloud Coach advisor will be in contact by email within one working day to arrange your demo.