Use the Archived Reports tab to preview, print, or download archived reports. You can also distribute archived reports by email. The option to archive reports is only available if you are using the Standard Edition or Enterprise Edition of Microsoft SQL Server. If you use a different version of SQL Server, the Reporting form does not have a
Create Report Archive option or an Archived Reports tab.
Field | Description |
Reports drop-down
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Click the drop-down arrow on a grid header to complete any of the following actions:
- To print grid data, click
Print. When the Print Preview form displays, click
to send the grid data to your default printer.
- To export grid data to an Excel spreadsheet, click
Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the data, or to save the spreadsheet file locally.
- To turn on grouping for a grid, click
Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into this field, in the sequence that you want them to display.
Not all options are available on all grids.
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Delete
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To delete an archived report, select that report in the grid and click this option.
Ajera CRM automatically deletes archived reports based on the number of archive hours specified when each archived report is created. You can also use the Report Administration utility to delete archived reports.
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Refresh
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Click this option to retrieve and display the current list of archived reports.
Normally,
Ajera CRM displays the current list. However, if you start the archive process for a report and click the Archived Reports tab before that process is finished, the list does not show the newly archived report. If you click
Refresh,
Ajera CRM updates the list.
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Row selection column
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When you click in a row in the grid, the first column of the grid displays
to mark the currently selected report.
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Report Name
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This column displays the names of the reports. A report name can be the
Ajera CRM default name or a name that you or another user specified.
|
Created Date
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This column displays the date and time that you archived the report.
|
Expiration Date
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This column displays the date and time that
Ajera CRM will remove the archived report. The expiration date and time is based on the number of hours you specified in
Archive report output (Hours) when you archived the report.
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Pages
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This column displays the number of pages in the report.
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