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Fundly CRM v2 Reporting Huddle (April) - Contact Reports

4/6/2017 from 9:30 AM to 12:30 PM PT

EVENT DESCRIPTION:

What do you get when you cross an instructional webinar with a live help session? A Report Huddle!!

In this webinar/live help session hybrid, we'll show you how to build various contact reports, using real life examples:
a) How to build a contact report that contains no duplicates/with every contact listed only once
b) How to filter a report by Contact Type or Contact Tag (and how to get types and tags to show up on one line in a report)
c) How to group a report by Household
d) How to create a salutation field that pulls either the household or individual salutation based on if the contact is an individual or a household

Report Huddle sessions are interactive and attendees will be able to ask questions regarding specific reports they are trying to build. Report Huddle sessions are for "advanced beginners"/"intermediate" report writers/users. Attendees should have attended or listened to our "Basic Reporting" webinar prior to attending.

Webinar credentials will be send out to registrants an hour before the webinar. All webinar times are Pacific.

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