Reports & Dashboards / Tasks & Notifications:

  • Creation and configuration all types of reports:
    • Tabular
    • Summary
    • Matrix
    • Joined reports
  • Reports scheduling, subscribing and export;
  • reporting (+ auto-run; notifications; export; filters & rules);
  • custom report types full configuration;
  • Dashboard configuration, creation, moving to home page;
  • Auto-reports & e-mail notifications’ setup;
  • Tasks, Events managements and full configuration;
  • Notifications on any object / cross-object conditions met;
  • Email templates configuration (together with grabbing all the data in email; letterheads management);
  • Mass email configuration, setting up;
  • Email configuration, Gmail integration
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