Use this link to share with your colleagues:
Awesome Admin: Report Types: https://help.pm.leapevent.tech/a/1610076
Reports are built on report types - but what does that mean, exactly? When should you build a new report type, and how do you do that? Join us for a discussion and a demo - we'll talk about reports vs. report types, how report types are structured and what that means for the reports you build on them, and take a walk through creating and editing report types.
This webinar is geared toward PatronManager Admins and reporting enthusiasts.
For best viewing quality, set the video quality to 1080p (click on the gear at the lower-right of the embedded video) and watch the video in full-screen mode.
Additional resources
PatronManager resources:
- Introduction to the PatronManager Admin Certification Program
- All About the Client Community
- How to Build Tricky Reports with Cross Filters
- All About CRM Snapshots
- How to Add Custom Fields to a CRM Snapshot
- How to Modify an Existing Report Type
Salesforce resources:
- Salesforce Trailhead module: Report Formats
- Salesforce Trailhead module: Joined Reports
- Salesforce Help article: How Joined Reports Work
- Salesforce Help article: Joined Report Limits, Limitations, and Allocations
- Salesforce Help article: The Ultimate Guide to Report Types
- Salesforce Help article: The Ultimate Guide to Report Types Part 2: Flipping Report Types Upside Down
- Salesforce Help article: Set Up a Custom Report Type
- SalesforceBen: How to Create Salesforce Custom Report Types + Examples
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