quick-tip
best-practice
time-saver
Here are the topics discussed in my presentation at the 2025 Pulse conference. Out of 4 options, we went over #3 and #4 today live in the session. Walkthrough videos are below for all 4 topics.
1. Customize Chart Colors in Reports
https://www.elevated-cs.com/elevated-admins/quick-tip-7
2. Use Clear Names in Rule Steps and Fields
https://www.elevated-cs.com/elevated-admins/quick-tip-16
*3. Create and use Design Templates (rules and DD)
https://www.elevated-cs.com/elevated-admins/quick-tip-3
*4. Only Update Changes when Running a Rule
Bonus: Use ChatGPT and Loom to Write Documentation
