Creating and Using Sugar Reports

Enroll Here

Overview

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. 

Lessons

How to Complete Your Hands-On Assignments
Working with Sugar Reports
Understanding the Report Types
How to Create a Rows and Columns Report

In this video, you will learn how to create a new “Rows and Columns” report (version 14.2 and later). 

Job Aid: Create a Rows and Columns Report
How to Create a Summation Report

In this video, we will show you how to create a "Summation Report" (version 14.2 and later).

Job Aid: Create a Summation Report
How to Create a Summation with Details Report

In this video, we will show you how to create a “Summation Report with Details” (version 14.2 and later).

Job Aid: Create a Summation Report with Details
How to Create a Matrix Report

In this video, we will show you how to create a Matrix Report (version 14.2 and later).

Job Aid: Create a Matrix Report
Quiz: Creating and Using Sugar Reports

Price: FREE

Please email university@sugarcrm.com if you have course feedback or need assistance