Search HansaManuals.com HansaManuals Home >> Standard ERP >> CRM >> Reports Previous Next Entire Chapter in Printable Form Search This text refers to program version 4.2 Introduction to Reports in the CRM Module As with all modules, to print a report in the CRM module, select 'Reports' from the File menu or click [Reports] in the Master Control panel. The keyboard shortcut Ctrl-R or ⌘-R can also be used. Then, double-click the appropriate item in the list.The following reports are available in the CRM module: It is often possible to report on a selection range, such as a range of Customers. To do this, enter the lowest and highest values of the range, separated by a colon. For example, to report on Customers 001 to 010, enter "001:010" in the Customer field. Depending on the field, the sort used might be alpha or numeric. In the case of an alpha sort, a range of 1:2 would also include 100, 10109, etc. Use the Media options at the bottom of the specification window to determine the print destination of the report. The default is to print to screen. You can initially print to screen and subsequently send the report to a printer by clicking the Printer icon at the top of the report window. Once you have entered the reporting criteria and have chosen a print destination, click [Run]. With a report in the active window, use the 'Recalculate' command on the Operations menu to update the report after making alterations to background data. The 'Reopen Report Specification' command on the same menu allows you to produce a new report using different reporting criteria. Previous Next Top Entire Chapter in Printable Form |