Interested in Reporting? Then you’re interested in Forms!

Interested in Reporting? Then you’re interested in Forms!

Yes, we get many calls from people who want to “start using the Reporting feature in JobTracker.” That’s great! Taking a closer look at your data can help you make good business decisions. But that’s also the catch. You can’t take a look at data that you aren’t capturing effectively.

That’s where Forms come in! Although there isn’t one “right way” to set up your forms, there a few principles that are essential to successful reporting. These principles and more were covered in Part 1 of our Forms webinar. Don’t worry if you missed it. We recorded it so you can tune in any time – and here is a PDF of the presentation if you want to take notes.

A few participants asked if they could have copies of the forms we used in the training. You bet! Here’s a help article with both forms and the instructions for downloading and importing.

And register now for Part 2 of our Forms training, Working with Forms & Phases!

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