Home Events System Administrator Training – Data Management & Reporting

System Administrator Training – Data Management & Reporting

Pre-Requisite Training: 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:
– Data Management & Reporting
– System Configuration & User Management
– Import Tools
– Workflow & Form Rules

Registration Form


Mar 11 2021


10:00 am - 12:00 pm