Deep Dives

1 Hour

June 21, 2023 11:41

Deep Dive - Reporting

Explore different ways to display your data - from smart fields and cards through to CSV and PDF exports

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Event details

Showing different aspects of data on Dashboards
Using related record cards to show your data in detailed depth
Exporting directly from Records
Setting up Export Templates
Exporting your Data
Setting up PDF Exports
PDF Export Emails

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In this session we cover

Showing different aspects of data on Dashboards
Using related record cards to show your data in detailed depth
Exporting directly from Records
Setting up Export Templates
Exporting your Data
Setting up PDF Exports
PDF Export Emails