Slides:
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Scaling New Heights 2022:
www.scalingnewheights.com
Table of Contents
00:00 Intro and Table of Contents
03:30 Reports by Version
06:14 Custom Reports Menu (Chrome)
15:41 Customizing a P&L Report
39:30 Customizing a Transaction Detail Report
47:53 Hidden Report #1: Account Quick Report
53:06 Hidden Report #2: Custom Summary Report
57:01 Custom Fields (Advanced)
01:09:07 Custom Report Builder (Advanced)
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