How do I …
How do I …
1. Open the Reports Pane in the needed section.
2. Enter the parameters for the report filter and press OK.
3. Using the Service sidebar you can print, export or save the report.
4. Using the View sidebar you can adjust report's view.
1. Select the report in the Reports list
2. Click the "Save" tool on the Service Pane
3. Define report file location.
1. Display the report
2. Define the format. You can export the report to rtf, xls, html and txt formats
3. Define the new file location.
1. If you have a report file in rtp format, you can open it in Terrasoft CRM
2. Open the Reports section
3. Click the "Open" tool in the Service sidebar.
|
|
1. Click the "Add" button below the Reports list to create a new report.
2. Enter the report name and the section, it will be displayed in.
3. Press OK and the Report Builder will be opened.
4. Use the Fast Report tools to build a new report.
|
|
1. Select the report in the Reports list
2. Click the "Customize filter" tool in the Service sidebar and the Filters window will be opened.
3. Customize the SQL queries in the Filters window.
|
|
Note: Before you open the report, select
the section, in which the report will be displayed. Otherwise, the "Open"
tool will not be active.