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Use the Report Wizard to Create a Survey Response Report

ClickDimensions includes some reports out-of-the-box, but CRM provides simple tools to pull data out in a variety of formats that are easy to share. In the video below, Matt Wittemann, the Chief Customer Officer at ClickDimensions, shows how to use the CRM Report Wizard to create a simple “Survey Response” report that you can run any time, print, or save as a PDF to share with colleagues.

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About the Author:

Matt Wittemann is a 13-time Microsoft Dynamics CRM MVP and ClickDimensions' Senior Director, Pre-Sales Consulting.

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