- Course Lessons
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Lesson 1: Diving Into Dashboards for Actionable Insights
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Lesson 1 Knowledge Check
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Lesson 2: Digging Deeper with Reports, Snapshots and Subscriptions
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Lesson 2 Knowledge Check
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Course Survey
Platform Deep Dive: Dashboards, Reports, Snapshots and Subscriptions
This course teaches you the basics of how to use these powerful Platform tools: Dashboards, Reports, Snapshots and Subscriptions, all of which help you stay on top of your business.
Introduction
This course teaches you the basics of how to use these powerful Platform tools: Dashboards, Reports, Snapshots and Subscriptions.
Who should take this course?
This course is designed for new users who want to learn how the Platform works and existing users who need a refresher.
Duration: ~20 minutes
What You'll Learn
Lesson 1: Diving Into Dashboards for Actionable Insights
- Recall how to access the Account List Dashboard
- Identify the main areas of the Account List Dashboard
- Explain how you can use Quick Cards to Take Action on your target accounts
- Describe the main areas of the Site Analytics Dashboard
Lesson 2: Digging Deeper with Reports, Snapshots and Subscriptions
- Discuss how to access the reports page
- Recall the steps for creating a report
- Recognize key out-of-the-box reports available
- Explain how to use Snapshot Emails
- Identify the two subscriptions types and how to access them
- Summarize the steps to create a subscription