Advanced Functions

Advanced Functions

Learn additional advanced functionality that can help unlock Engagio's true reporting capabilities!

About this course

Unlock Engagio's advanced reporting functionalities which will give you the flexibility to take your account insights to the next level! Once the lessons in this course are complete, you will have an understanding of how to:

  • Group your Trend  chart using custom data points that are unique to your organization
  • Customize any table-views using specific data points relevant to your business
  • Understand Engagio's out-of-the-box filters, how to filter, and how to save or share filters sets 
  • Learn Engagio's best-practices when using filters
  • Leverage shareable links to share reports with others who aren't familiar with Engagio
  • And, send a one-time email with insights relevant to any target account list any time 

Curriculum

  • Grouping Data
  • Chart Grouping
  • Editing Your Tables
  • Filtering Data
  • Introduction to Filters - Create & Share
  • Out of the Box Filters
  • Advanced Filters
  • Shareable Reporting
  • Report Configuration
  • Understanding Reports
  • Quick Share Links
  • Send One-Time Email

About this course

Unlock Engagio's advanced reporting functionalities which will give you the flexibility to take your account insights to the next level! Once the lessons in this course are complete, you will have an understanding of how to:

  • Group your Trend  chart using custom data points that are unique to your organization
  • Customize any table-views using specific data points relevant to your business
  • Understand Engagio's out-of-the-box filters, how to filter, and how to save or share filters sets 
  • Learn Engagio's best-practices when using filters
  • Leverage shareable links to share reports with others who aren't familiar with Engagio
  • And, send a one-time email with insights relevant to any target account list any time 

Curriculum

  • Grouping Data
  • Chart Grouping
  • Editing Your Tables
  • Filtering Data
  • Introduction to Filters - Create & Share
  • Out of the Box Filters
  • Advanced Filters
  • Shareable Reporting
  • Report Configuration
  • Understanding Reports
  • Quick Share Links
  • Send One-Time Email