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Creating Solver Reports Using Groups & Trees

November 28, 2023
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There are multiple ways to create reports in Solver. You can always hard-code rows based on filters. The challenge with hard-coding rows is including new data, especially if you use account numbers in your filters. Join us for an informative webinar as we share two methods of building reports. One method simply uses an attribute, like Account Category, in the account dimension. The other method uses an Account Tree. Each method has its benefits, and we'll demonstrate how to use both.

Learning Objectives

Upon completion of this program, participants will be able to: 

  • Explain how row filters are used in Solver
  • Describe how to use account attributes to create reports
  • Discuss how to use account trees to create reports
CPE is not available for archived webinars.


Charles Allen

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