OpenCRM Reports Webinar
For the full Q and A session we had when premiering this webinar, click the SHOW CHAT REPLAY icon on the top right side of the YouTube player :)
This is a 23 minute training webinar that demonstrates the Reporting functions within OpenCRM.
We recommend you watch the full video for the complete overview. If you need to skip to any section, you can use the following times:
00:49 What are CRM Reports?
03:18 Creating a Reports Folder
03:38 Report #1: All Closed Tickets grouped by Company
05:35 Grouping the Data in your Report
07:12 Displaying a Report on your Dashboard
08:51 Report #2: All Closed Won Opportunities for the current Financial Year
11:20 Adding a Graph to your Report
13:25 Scheduling a Report to be sent automatically
15:00 Report #3: All "Site Visit" Activities grouped by the Company Account Manager
18:45 Emailing from a Report
19:20 Adding data to a Campaign from a Report
19:55 What is the difference between Apply and Save?
20:55 Searching for a Report