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Sage CRM 2018
Component: Create Admin Report showing Reports & Charts(Sage CRM 2018)
This component adds a report under the Administrator Reports category called "Reports with Charts". This uses a new view called "vReportCharts" defined under the System secondary entity.
4 Dec 2017
Sage CRM 2018 R1: Extending Summary Reports
This article will provide a worked example on how to extend Summary Reports. For this example I will add a new Notes section to the Case Summary Report. In order to do this I drew on information contained in two previous articles. custom_reports settings and Summary Reports Reports, Saved...
27 Feb 2018
Sage CRM 2018 R1: Simple Customization of Summary Reports
Summary reports, which show a quick overview of account information, are available from the Summary Report buttons of the summary screens for each of these system entities: Companies People Opportunities Cases A summary report is made up of customizable areas. Header content...
8 Mar 2018
Sage CRM 2018 R1: Editing the look & feel of Summary Reports and PDF reports.
This article builds on the article " How to customize reports through CSS in PDF format " to further explore how Summary Reports can have their look and feel changed. Summary Reports are the PDF reports that can be run directly for the Summary Screens of the following entities Companies...
15 Mar 2018
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