Excel Reporting – Advanced Point

BJ Bounds

A few weeks ago I walked you through creating new templates for forms and marketing materials.  For those of you responsible for reporting and analyzing results, you’re going to love today’s post.  In the same “Templates” section of Point that allows you to create customized marketing materials, you can create custom reports.

Now here’s what you’re going to love the most:  You can set up your reports to generate in Excel—then use the data to create pivot tables, charts, graphs…whatever you need!  You don’t have to duplicate work and potentially lose important data.  Your report, customized for your needs, generates exactly as you need it– ready for your next command.

To get step-by-step instructions on creating your own forms, check out our Knowledge Base article #0553.

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