Insider Secrets - Reporting - August 2023

Modified on Fri, Oct 27, 2023 at 12:21 PM

This Insider Secrets - Reporting webinar presents a jam-packed grab bag of insider tips about sometimes-overlooked reporting features. These little-known gems can help you leverage Martus to expand your reporting options and capabilities! 


We cover tips in:

  • Dashboard > Financials
  • Budget-related reports
  • Personnel Budgeting reports
  • Cool tricks within the ReportBuilder
  • Using the Martus Connector in conjunction with Power BI for advanced visualizations
  • ... and even our new Martus Status Summary report!


Click a timestamp below to jump directly to the chapter you are interested in, or watch the entire webinar!


2:10 - *NEW* - Martus Status Summary
4:34 - Financial Report Tips
15:20 - Column Sorting
18:28 - Multi-Year Reports
20:50 - Default Views
22:10 - Saved Reports
23:15 - Excel Reports/Tabs
24:12 - Personnel Reports
24:50 - Report Builder
37:13 - Dashboard Graphs
40:10 - Martus Connector
45:26 - Browser Tips
46:14 - Other Resources




Click here to download the presentation!

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