• Sep 26, 2024 from 3:00pm to 3:30pm
  • Location: Recorded
  • Latest Activity: Sep 30

View the presentation slides here.

Thank you to everyone who joined us Thursday, September 26, for our Data Tools training! In the session, we covered:

  • Search Tool vs. Reports tool in the portal
  • Overview of Quick Reports that will soon be accessible in your portal accounts
  • Basic Excel tools (e.g. Find and Replace, Sort, and Filter)
  • Advanced Excel tools (e.g. Pivot Tables and VLOOKUP formula)

Resources about portal data and Excel tools can be found here on the Partner Resource Site.

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