Admin – Data Management & Reporting
Pre-Requisite Trainings: Best Practices
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.
*This is a paid session as part of Satuit’s Certified Administrator curriculum. Before your registration is accepted, you will need to select your certification course options.
Required Webinars to Become a Certified Satuit System Administrator:
– Best Practices
– Data Management & Reporting
– System Configuration & User Management
– Import Tools
– Workflow & Form Rules