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Admin – Data Management & Reporting

This session concentrates on the data management tools available such as the Mass Update Tool, Activity Plan Manager, Opportunity Plan Manager, data cleanup, and Unassigned Items. From there, we discuss tips and tricks for internal reporting including our standard reports, scheduling reports, exporting data from the system, and system usage metrics.

Required Webinars to Become a Certified Satuit System Administrator:
– Data Management & Reporting
– System Configuration & User Management
– Import Tools
– Workflow & Form Rules


Jan 16 2024


10:00 am - 11:30 am