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Overview

Learn how to create a dynamic list in Sugar Market using the reports module.  You'll learn how to navigate to the Advanced Report Builder, review the setup steps, and add columns & filters.

Intended Audience:

  • New Sugar Market Users
  • Sugar Market Admin Users
  • Executives looking for a high level overview

This course includes the following lessons:

  • List Setup
  • Adding Columns
  • Adding Filters

Lessons

Part One: List Setup

In this video, you will learn where to create a dynamic list in Sugar Market and how to complete the initial set up steps.

Part Two: Adding Columns

In this video, you will learn how to search for and add columns to your report to create a dynamic list.

Part Three: Adding Filters

In this video, you will learn how to add filters to a report to set the criteria for your dynamic list.

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Price: FREE