Create an Archived Report

You can archive reports directly from Reporting. The reports are then available on the Archived Reports tab of the Reporting form.

Prerequisites: The option to archive reports is only available if you use 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.

To archive a report immediately, complete the following steps:

1. From the Ajera CRM Navigation menu, click Reporting and click the type of report.
2. To select the report, click anywhere in the grid row for that report. Both standard and favorite reports are listed in the Reports grid. Favorite reports have either Personal or Global in the Type column.
3. Click the Options column, and then click .
4. On the Options dialog box, select the report options and click Apply.
5. To restrict the records included in the report, click the Selection column in the Reports grid and click .
6. On the Lookup, specify the criteria for selecting data for the report and click Apply.
7. Click Create Report Archive on the toolbar.
8. In Archive report output (Hours) on the Archive Report dialog box, enter the number of hours that you want Ajera CRM to save the report.
9. If you want the option to preview the report after Ajera CRM generates it, select Prompt to preview report when archive has completed.
10. Click Archive. If you selected Prompt to preview report when archive has completed, Ajera CRM displays a message that asks if you want to view the archived report.
11. Click Yes to view the report in the Preview window; click No if you do not want to view it. The archived report is now available on the Archived Reports tab.