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Advisor Training
Wed, Feb 11
|Online via Microsoft Teams
Your Data, Your Way! View the data you need. Add, remove and reorder columns, as well as customize filters and save the setting you would like to see on the search results screen. Utilize Pre-Defined reports to turn your views into professional reports.
Time & Location
Feb 11, 2026, 1:00 PM – 2:00 PM EST
Online via Microsoft Teams
About the Training
Your Data, Your Way! View the data you need. Add, remove and reorder columns, as well as customize filters and save the setting you would like to see on the search results screen. Utilize Pre-Defined reports to turn your views into professional reports.
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