NinjaCademy

course
Account Groups
Account Groups
Account Groups

About the Course

Our account groups allow scalability in reporting on different combinations of accounts for your needs. This course will cover creating fields for organizing accounts, filling those fields with appropriate values, and incorporating group data into reports and dashboards.

Course Categories

Self-Guided
Accounts & Networks
Core Concept
NinjaCat
Course Progress
Not started
Enroll
Course Outline
  1. How to Organize Your Accounts
    1. How to Organize Your Accounts (Video)
  2. How to Create Account Groups
    1. How to Create Account Groups (Video)
  3. How to Associate Accounts with Account Groups
    1. How to Associate Accounts with Account Groups (Video)
  4. How to Create a Roll-up Report
    1. How to Create a Roll-up Report (Video)
  5. How to Create a Roll-up Dashboard
    1. How to Create a Roll-up Dashboard (Video)
  6. Additional Helpful Resources
    1. Resources
course
Account Groups
Account Groups
Course Progress
Not started
Enroll

About the Course

Our account groups allow scalability in reporting on different combinations of accounts for your needs. This course will cover creating fields for organizing accounts, filling those fields with appropriate values, and incorporating group data into reports and dashboards.

Course Outline
  1. How to Organize Your Accounts
    1. How to Organize Your Accounts (Video)
  2. How to Create Account Groups
    1. How to Create Account Groups (Video)
  3. How to Associate Accounts with Account Groups
    1. How to Associate Accounts with Account Groups (Video)
  4. How to Create a Roll-up Report
    1. How to Create a Roll-up Report (Video)
  5. How to Create a Roll-up Dashboard
    1. How to Create a Roll-up Dashboard (Video)
  6. Additional Helpful Resources
    1. Resources

Course Categories

Self-Guided
Accounts & Networks
Core Concept
NinjaCat