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Friday March 14, 2025 10:30am - 11:30am MDT
Creating and automating reports is an effective way to gather data, distribute weeding lists, and any other task that you may find yourself performing regularly. Go beyond basic scheduled reports in SimplyReports and take them to the next level with Excel. In this session I'll show you:  

1) How I've taken advantage of advanced publishing to schedule weeding lists for branches
2) How to work with regularly scheduled reports in Excel
3) Tools I've created using a combination of scheduled reports and Excel
4) Examples of formulas I use to help manage our collections.
Speakers
Friday March 14, 2025 10:30am - 11:30am MDT
Evergreen A

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