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Advisor Training
Wed, Sep 02
|https://events.teams.microsoft.com/event/e5
Advisor Training: Views and Reports
Time & Location
Sep 02, 2026, 1:00 PM – 2:00 PM PDT
https://events.teams.microsoft.com/event/e5
About the Training
Advisor Training: Views and Reports
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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