Webinar Info: Friday, Sept 16; 11 AM US ET / 8 AM PT ; Duration: 45 minutes
Register Here to Attend
Do you want to fine tune your workbooks to deliver your metrics that matter?
The Autotask Workbooks provide a full portfolio of trend charts, explore capability for easy analytics and the metrics that matter. They also include multiple configuration options to adjust the metrics which get displayed.
Join us for a fast-paced overview of some of the simple modifications you can make to the service and sales workbooks. Grab a cup of coffee and take 45 minutes with Autotasks Joe Rourke. He’ll demonstrate how to customize workbooks.
What types of customization will be covered?
- Use the “advanced where clause” to control what service tickets are analyzed
- Save the workbook password within your workbook for easy refreshing
- Create a Powerpoint that dynamically links to your workbooks
- Modify your Metrics that Matter screen to display what is important to you
- Change your trend distribution ranges and what data is included