Now that you have completed the fourth and final installment of the webinar series, this article will help you review the content you have just learned.  The steps below will help you to take that content and apply it to getting your business up and running with Springboard Retail.

  • Review the Help Center! Find the ‘Reporting’ section here.
  • Build a Basic Report using:
  • Filters
  • Groups
  • Metrics
  • Pivots
  • Sort
  • Compare
  • Options
  • Reporting Tips and Tricks Reminders:
  • Canned Reports
  • Use these as a starting point to build personalized reports
  • Save vs. Save As
  • Sharing Reports
  • Exports
  • Links
  • Play with Reports>Analysis and get comfortable building reports!
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