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  • Blog Post: custom_reports settings and Summary Reports

    The information included here maybe useful for those people wanting to add features such as automatic definition of reports, or cloning of reports and dynamic groups and editing of summary reports, etc. Please read first a previous article " Reports, Saved Searches and Groups ". There...
  • Blog Post: Can I create new Summary Reports in Sage CRM?

    Summary reports, which show a quick overview of account information, are available from the Summary tabs of: Companies People Opportunities Cases A summary report is made up of two customizable areas: Header content - summary information from the current entity. For example, click on the Summary Report...
  • Blog Post: 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...
  • Blog Post: 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...
  • Blog Post: 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...