Set up report: Difference between revisions
From Crystal Manager for Sage CRM
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If you have just uploaded a new report you will be in the "Report Detail" screen. | If you have just uploaded a new report you will be in the "Report Detail" screen. | ||
Set the details as you need and click "Save" | |||
[[File:reportdetail.png]] | [[File:reportdetail.png]] | ||
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*Ignore Security: Option to ignore user/team security on the report | *Ignore Security: Option to ignore user/team security on the report | ||
*Visibility: Option to hide this report from the main reports area | *Visibility: Option to hide this report from the main reports area | ||
Revision as of 18:53, 24 November 2011
If you have just uploaded a new report you will be in the "Report Detail" screen.
Set the details as you need and click "Save"
- Description: Allows you set a report description
- Entity: From the drop down select the entity context that the report would run in
- Category: Select from the drop down
- Owner: The report owner
- Ignore Security: Option to ignore user/team security on the report
- Visibility: Option to hide this report from the main reports area
