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Event Details
Are Sugar’s reporting tools giving you the insights you need — or just more noise?
Join us for From Data to Direction: Mastering Reports in Sugar, part of our Back-to-Basics Webinar Series designed to help everyday users get more value from Sugar.
In this 1-hour session, you’ll learn how to:
- Build reports step-by-step, even if you’re brand new
- Choose the best report type for your goal (Rows & Columns, Summation, Matrix, etc.)
- Group, filter, and summarize data for meaningful insights
- Visualize your data with charts and drill-downs
- Save, schedule, and share reports across your team
Instructor: Andrea Ayers
Recording date: February 10, 2026
Session Resources
- Slide Deck
- Handout & Answers
- Quick Video: Choosing the Right Sugar Report Type
- Application Guide > Reports
- Sugar Discovery Guide (Enhanced Forecasting)
- Advanced Reports
- Help Article> Identifying User Roles via Advanced Reports
- SugarClub:
- A simple custom Query like a for quick summary. Great for use in Advanced Reports.
- Exploring Enhanced Forecasting Quick Video: Enhanced Forecasting in Sugar Sell Premier
- Standard vs. Enhanced Forecasting in Sugar Sell & Sugar Enterprise
- Sugar Discover - How to Replace a Field
- Sugar Discover - How to Find a Hidden Field
- Sugar Discover - Create New Custom Report
- Sugar Discover - How to Change a Calculated Field Definition
Outstanding Question
Q: Can you be notified when someone else creates a report?
A: There’s not a way to do this within the user interface.
Recaps of previous Sugar Sell Foundation Series Webinars can be found in Event Recordings.
See Unlock Your Success with the Sugar Sell Foundations Series to learn more about the Sugar Sell Foundations Series.