Advanced Functions

Advanced Functions

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

About this course

What You’ll Learn:

  • Group your trend chart 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 filter sets
  • Learn Engagio’s best practices when using filters
  • Leverage shareable links to share reports with others who aren’t familiar with Engagio
  • Send a one-time email with insights relevant to any target account list

Who Should Take This Course:

This course is designed for marketers. 

 

Time Expectations:

9 short video tutorial and roughly 25 mins.

 

Supporting Documentation:

Additional documentation can always be found by visiting our Docs Site. Here are some you may wish to view:

 

Curriculum25 min

  • Grouping Data
  • Chart Grouping 2 min
  • Editing Your Tables 1 min
  • Filtering Data
  • Introduction to Filters - Create & Share 1 min
  • Out of the Box Filters 1 min
  • Advanced Filters 4 min
  • Shareable Reporting
  • Report Configuration 5 min
  • Understanding Reports 3 min
  • Quick Share Links 1 min
  • Send One-Time Email 1 min
  • Feedback
  • Tell Us What You Think

About this course

What You’ll Learn:

  • Group your trend chart 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 filter sets
  • Learn Engagio’s best practices when using filters
  • Leverage shareable links to share reports with others who aren’t familiar with Engagio
  • Send a one-time email with insights relevant to any target account list

Who Should Take This Course:

This course is designed for marketers. 

 

Time Expectations:

9 short video tutorial and roughly 25 mins.

 

Supporting Documentation:

Additional documentation can always be found by visiting our Docs Site. Here are some you may wish to view:

 

Curriculum25 min

  • Grouping Data
  • Chart Grouping 2 min
  • Editing Your Tables 1 min
  • Filtering Data
  • Introduction to Filters - Create & Share 1 min
  • Out of the Box Filters 1 min
  • Advanced Filters 4 min
  • Shareable Reporting
  • Report Configuration 5 min
  • Understanding Reports 3 min
  • Quick Share Links 1 min
  • Send One-Time Email 1 min
  • Feedback
  • Tell Us What You Think