This course is designed to help you learn how to create reports in Sugar Sell, Serve, and Enterprise using the Report Wizard. Once reports are created you'll be able to perform several actions on the report, including edit, share, copy, schedule, and more. This course walks you through how to create each of the report types and explains what you can do with those reports. Additional job aids for use after class are included.
| How to Complete Your Hands-On Assignments | |
| Working with Sugar Reports | |
| Understanding the Report Types | |
| How to Create a Rows and Columns Report | |
| Job Aid: Create a Rows and Columns Report | Use the file below as a job aid to help step you through how to create a Rows and Columns Report. |
| How to Create a Summation Report | |
| Job Aid: Create a Summation Report | Use the file below as a job aid to help step you through how to create a Summation Report. |
| How to Create a Summation Report with Details | |
| Job Aid: Create a Summation Report with Details | Use the file below as a job aid to help step you through how to create a Summation Report with Details. |
| How to Create a Matrix Report | |
| Job Aid: Create a Matrix Report | Use the file below as a job aid to help step you through how to create a Matrix Report. |
| Quiz: Creating and Using Sugar Reports | |
| Hands-On Assignment Answers |
Price: FREE
Please email university@sugarcrm.com if you have course feedback or need assistance
