Are you a new Admin struggling to create reports for your team or just want a refresher? Do you spend way too much time racking your brain trying to get data to present properly? You're not alone. Many beginner Admins and even seasoned Admins spend hours trying to develop reports that should only take minutes to finish. This session will show you real examples of advanced reporting features that will make your job easier and provide greater value to your users. During this live demo you will learn how to use: Custom Summary Formulas, Row-Level Formulas, Unique Values, Cross Filters, Power of 1, Joined Reports, Buckets, and Custom Report Types. These tips will help you easily identify and present data, enable your marketing team to see Lead conversion rates and show sales reps revenue toward goal. The presentation will help you take your reporting game to the next level.
THIS MONTH'S EVENT WILL BE A HYBRID EVENT - We will be meeting at our usual location at Penn State Great Valley: School of Graduate Professional Studies Campus located at 30 East Swedesford Rd, Malvern, PA 19355 for those that feel comfortable meeting in person. Per Penn State's policies, masks will be required regardless of vaccination status when inside the building. We will also be streaming the event via Zoom for those that wish to attend virtually.
Founder & Principal
Aaron is Founder & Principal at Hat-Trick Consulting. He works with companies around the world to help them achieve their Salesforce goals through administration, devAaron is Founder & Principal at Hat-Trick Consulting. He works with companies around the world to help them achieve their Salesforce goals through administration, development and training services. A former sales director, Mr…