Training course overview - CRM Phase 5 Marketing Reports (MKR8)

Course Objectives:

Attendees will gain an understanding of how to create and maintain basic CRM reports using the Kerridge Report Generator module

Personnel who need to create and maintain CRM reports using the Report Generator module

Attendees must have an advanced knowledge of the CRM module and of writing Ad-Hoc and Campaigns and who wish to further their reporting knowledge.

Writing reports using a basic Wizard
Writing basic reports without using the Wizard
How to set different formats in the report
Selecting CRM records for reporting
Different report output methods including Printing and Exporting
Label printing
Creating contact history for selected CRM records
Using specific CRM Derived Field calculations for more advanced reporting
Setting up and using prompts within reports to give flexibility to the selection criteria
Exporting data for use within Microsoft Products

1 Day