This webinar outlines best practices as you begin to rollover your account into the New Year. You will learn how to archive data, add new reporting periods and reporting frequencies, set up your reporting calendar, and manage users.
This training is useful for those who are looking to perform some account cleanup and transition their data into a new year.
Outline
Introduction (00:00)
Creating Snapshots and Duplicating Scorecards (03:40)
Managing Reporting Frequencies (11:33)
Reporting Calendar Setup (14:06)
User Management (21:41)
Q&A (24:23)