Reports – Viewing and Options Reports are a more formal way of displaying information captured in an Ad Hoc View. Reports allow you to share...
Repository – Item Properties The Repository is the central storage location of all saved Ad Hoc Views, Reports and Dashboards created for your Community...
Why doesn’t my report display when I open it? If you receive the following message: You must apply input values before the report can be displayed The Report you...
Why do my results not match my CRM? It may be the filter or fields you are using. It is important that you use the correct field as...
Why doesn’t my dynamic filter deliver the expected results? When using a Relative Date (dynamic) filter, the results will vary depending on when the Ad Hoc View/Report/Dashboard is run....
Example – Schedule a monthly report Often, Agencies are required to provide detailed reports to funding bodies or other authorised persons who may not have access...
Why is my printed report so hard to read? If your report contains a large amount of data, or if your information is very wide or long across the...