General

  • Add a Report to the Main Menu

    You can add reports to the Main Menu so users do not have to navigate to a particular screen to run a report. From the Main Menu, the only report p...

  • Report Naming Schemes

    You can configure the default description for a report when it is attached to an email or exported using Report Naming Schemes. You create Report N...

  • Using Report Groups

    A Report Group allows users to create a single report item that includes multiple reports in it. This is helpful when you need to generate several ...

  • Add a Report to a Report List

    Reports that are run from various screens in the system (Events, Accounts, etc.) display in a report list for that particular area of the system. W...

  • Add a Word Template to a Report List

    Word Template documents that use EZWriter data formats can be added to the software as reports. They are then available for users to run from the R...

  • Changing the Report Order and Hiding Reports

    In some cases, users only use a small number of reports regularly while others may be used only on rare occasions or never. You can change the orde...

  • Report Scheduler

    Reports can be scheduled (most standard reports and custom reports) to run at a particular time and save the output to a pre-defined directory or a...

  • Processing Scheduled Tasks

    You can use the Report Scheduler to schedule a task (e.g., generating a standard report, custom Crystal Report or retrieving a project) to run at p...

  • Add or Change Report Logo or Banners on Standard Reports

    You can update the logo and/or banners that display on standard reports. You must use bitmap (bmp) files of 256 color depth (8-bit) for the logo an...

  • Export a Report

    Once you run a report, you may want to save it instead of printing or emailing it. The available export options are Adobe PDF, Microsoft Word and M...

  • Export a Standard or Custom Report File

    You may want to export a standard or a custom report so you can further customize it. You can export a report from the Report Master or the Report ...

  • Save Different Report Settings on a Report Prompt Window

    You can create views for Report Prompt windows to save the report settings you have selected. Save multiple views to quickly run different report v...

  • Limit Which Reports Users Can Run

    You can use the Allow Execution of Secure Reports access privilege to control who has access to run certain reports. You can configure a report as ...

  • Data Model

    The Data Model is a list of all tables and columns in the database. You can also view table references and where tables are used.  Click the Data M...

  • Configure for A4 Printing

    To print reports on A4 paper, follow the below steps: Click the Organization Parameters link from the Main Menu. The Organization Parameters page ...

  • Using Excel Pivot Tables

    You can use the Microsoft Query Wizard in Excel to help you build the SQL query for an Excel Pivot Table. If you select columns from more than one...

  • Business Intelligence

    You can use business intelligence tools, such as Microsoft Power BI with your database. Contact your Value Success Manager or Strategic Account Exe...

  • Reporting Access Privileges

    You use access privileges to control the information roles/users can add, edit, delete or view. You use access privileges in conjunction with acces...

  • Organization & System Parameters Used with Reports

    Organization Parameters AA 155 - Crystal Reports Alternate Data Source Server. AA 156 - Crystal Reports Alternate Data Source Database. AA 460 - F...

  • Reporting Audit Log

    You can turn on the Report Audit Log to store information about each generated report, including a list of parameters used to run the specific repo...

  • Report is Sent Directly to the Printer Rather than Opening a Preview

    Any time multiple reports are being generated at one time, they are automatically sent to the printer. If it is a single report, it is usually disp...

  • No Email Addresses in To Field When Sending Reports

    If the To field does not default with the expected email address when emailing a report, the report is likely configured as an internal report. Int...

  • Emailing a Report from Report Viewer is Slow

    If you are experiencing a delay when attempting to open the Send Email screen from the Report Viewer, verify the following: Check for any custom t...

  • Pace Reports with Formula Fields

    A pace report allows you to see where your organization is at compared to the same months from prior years. This article describes how to create a ...