PDFs and videos

Smart Reporting videos

The following topics contain videos that supplement or replace the text-based documentation:

Category	Topic
Getting started	Report types
Onboarding	Onboarding users by using the Smart Reporting Admin console
Using	Collaborating with other users in Smart Reporting Creating custom reports and charts Creating KPI reports Example: Creating a Change Management KPI report Performing calculations on fields in a report Setting up and using drill down reports Setting up drill through reports Setting up report dashboards Sharing reports as slides by creating storyboards Viewing your activity and posting comments on the timeline
Administering	Creating an archive view to look at data in archived forms Customizing the fields in a view Defining a calculated field to perform what-if analysis Managing Smart Reporting user roles and groups Providing access to views and fields Using reference codes to convert database values or apply custom sorting