Set up report

From Crystal Manager for Sage CRM
Revision as of 18:51, 24 November 2011 by Crmtogether (talk | contribs) (Created page with "If you have just uploaded a new report you will be in the "Report Detail" screen. File:reportdetail.png *Description: Allows you set a report description *Entity: From the ...")
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If you have just uploaded a new report you will be in the "Report Detail" screen.

  • 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