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Building and running reports from the Reporting App

No upcoming sessions for this event

May 10, 2023 13:00 (BST)
About 45 minutes

About this event

This module will be investigating the functionality and use cases for the Reporting Application. We will cover the following.

  • Generating comms reports
  • Creating New templates
  • Customer Level Latest
  • Customer Level Transactional
  • Account Level Latest
  • Account Level Transactional
  • Using a predefined Template
  • Filtering the data set
  • CSV format

Hosted by

  • Team member
    CM T
    Craig Macdonald

Financial Cloud

Financial Cloud offers a unified Financial CRM solution for various financial services, empowering organizations to build their own solutions and enhance customer experiences.

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