If some accounts need to have invoices, proposals, etc. in a different language than the system default language, you can use report dictionaries. By using report dictionaries, you can change the phrases on the report (depending on the rules in the report). To use report dictionaries:
- Click the Report Master link from the Main Menu. The Report Master screen opens.
- Select the report for the report dictionary.
- Right-click and select Tools -> Report Dictionary. The Report Dictionary screen opens.
- Select the dictionary for the report dictionary from the Dictionary Sequence drop-down. To create a new report dictionary, click the Add hyperlink in the Dictionary Sequence drop-down.
- Click the Search button. All the dictionary phrases for the selected report display.
- Enter the new phrase into the Custom Phrase field for the dictionary phrase you want to update.
- Repeat step 6 for all dictionary phrases.
- Click the Save button.
- Click the Close button.
After you have translated or modified the phrases for the custom report, you can use the report dictionary for internal or external custom reports.
For internal custom reports, the report is created using the custom report dictionary assigned to the user who is running the report. To change the custom report dictionary of the user running the report:
- Click the Users link from the Main Menu. The Users screen opens.
- Select the user who needs the custom report dictionary assigned.
- Right-click and select Edit. The Edit User screen opens.
- Select the custom report dictionary to use from the Custom Report Dictionary drop-down. If the drop-down is not available on the Edit User screen, you may need to add it to the layout using the Edit Layout link.
- Click OK. Any internal custom reports use the phrases assigned in the custom report dictionary selected for the user.
External custom reports are created using the custom report dictionary attached to the language preference assigned to the account or contact for the report being run. To configure a custom report dictionary for language:
- Click the Languages link from the Main Menu. The Languages screen opens.
- Select the language to assign the custom report dictionary.
- Right-click and select Edit. The Edit Language screen opens.
- Select the custom report dictionary to use for the language from the Default Custom Report Dictionary drop-down.
- Click OK. When a report is run for an account or contact with the selected language, the report uses the assigned custom report dictionary for external reports.
Comments
0 comments
Please sign in to leave a comment.