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  1. Charity Learning Consortium
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  3. Reporting

Reporting

Learn how to build and automate custom reports to simplify your data management processes.

Custom Reports

  • How to Create a Custom Report
  • How to Automatically Send a Report Via Email

Reporting for Managers

  • How to Make a Custom Report Visible to Managers
  • How to Setup Your Hierarchy Structure
  • How to Manage and Update your Hierarchy

Team Insights

  • Team Insights Overview
  • Charts
  • Tab Manager
  • How to Use the Training Overview
  • How to Use the Team Overview
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