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Data Management

• 1. Reports module
  • 1.1. Overview
  • 1.2. Building a report
  • 1.3. Watch how to create typical reports
  • 1.4. Saved reports
  • 1.5. Dashboard
  • 1.6. Automatically exclude contacts
  • 1.7. The Exists filter
  • 1.8. Linking reports to 3rd party software
• 2. Reports Classic
  • 2.1. Overview
  • 2.2. Creating Reports
  • 2.3. Saving Reports
  • 2.4. Report Protection
  • 2.5. Loading Reports
  • 2.6. Cloning Reports
  • 2.7. Removing Reports
  • 2.8. Linking to Excel
  • 2.9. Reports Classic - Hints & Tips
• 3. Library
  • 3.1. Overview
  • 3.2. Adding files
  • 3.3. Editing/removing files
• 4. Imports
  • 4.1. Overview
  • 4.2. Import new primary records
  • 4.3. Import bookings
  • 4.4. Import sale pipeline
  • 4.5. Import interactions
  • 4.6. Import Quest downloads

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