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Advisor Training: Views and Reports
Wed, Apr 22
|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
Apr 22, 2026, 1:00 PM – 2:00 PM PDT
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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