Report Basics
Reports are lists that allows you to aggregate and analyze your data in difference ways to be analyzed at a high-level.
Aspen Executive Seminar:
Custom Leadership Seminars:
- For Custom Leadership Seminars, we use reports that showcase all the external organizations and its participants that we have connected and worked with.
- Most recently, CLS reports have been used to present external client opportunities, categorized under Prospecting, Proposal Submitted, Contracting, Closed Won, Withdrawn, or Closed Lost.
Please refer to the below for more instructions on how to get started with reports: