USA: +1-703-445-4802
UK:+44 20 3287 2021
India:+91-8143111555 / +91-8790216888
WhatsApp: +91-8143110555

VEEVA CRM REPORTS TRAINING IN HYDERABAD INDIA

VEEVA CRM REPORTS

Veeva CRM reports provide insight into key transactional CRM data for your organization. This 1-day course will prepare Business Administrators to create and troubleshoot standard Salesforce.com reports and dashboards on core Veeva CRM functionality data. Topics covered include reviewing the data model, configuring report types, creating various CRM reports, and displaying reports data in meaningful dashboards.

Course Content:

Introduction to Reporting
  • Create a Report and Report Folder
  • Share a Report
Creating a Custom Report Type
  • Create a Report Type
  • Add Custom Fields to Report Types
  • Add Fields from Lookup Relationships to Report Types
  • Troubleshoot Missing Report Fields
Reporting on Calls, CLM, Cycle
  • Define the Data Model for each Functionality
  • Plans, and Surveys
  • Call with Product Metrics (Cross-Filters and Joined Reports)
  • Cycle Plan Targets (Bucket Fields)
  • CLM Key Message Reaction by Product
  • Survey Responses
Working with Report Formulas
  • Create and Use Formula Fields in Reports
  • Define Power of 1 Field
Creating Dashboards
  • Create a Dashboard with Various Reports
  • Define Dashboard Folders and Permissions
  • Share a Dashboard
Natural    Natural   Natural   Natural   Natural   Natural   Natural   Natural   Natural   Natural   Natural