Reporting Screens Overview

In addition to the Reporting form, you use the Options dialog box, Preview Window, and various formatting dialog boxes to work with and print reports.

Related topics:

  • Reporting Form
    The extensive selection of options on the Reporting tabs, grids, and dialog boxes enable you to select data for reports, format the reports, and pick from a variety output methods.
  • Options Dialog Box
    The settings on the tabs of the Options dialog box determine what data the report contains, how the data is formatted, and the sequence in which the data appears.
  • Preview Window
    When you preview a report, Ajera CRM displays the report on your computer screen, on the Preview window. You can review or print the report, send the report as an email attachment, send a link to the report in an email message, or download the report to a file.
  • Organize Favorite Report Dialog Box
    The options that you see on the Organize Favorite Report dialog box depend on the setting for the Favorites Organizing option for your security role.
  • Organize Options Dialog Box
    The options that you see on the Organize Options dialog box depend on the setting for the Favorites Organizing option for your security role.
  • Organize Options Dialog Box for Searches
    When you work with searches, the options that you see on the Organize Options dialog box depend on the setting for the Favorites Organizing option for your security role.
  • Print Dialog Box
    Use the Print dialog box to print reports and other documents.
  • Format Number Dialog Box
    To accommodate companies located or doing business in countries other than the United States, Ajera CRM provides default non-currency number formats for reports and other Ajera CRM output based on your settings in Regional and Language Options in Microsoft Windows.
  • Format Currency Dialog Box
    To accommodate companies located or doing business in countries other than the United States, Ajera CRM provides default currency formats for reports, checks, and other Ajera CRM output based on your settings in Regional and Language Options in Microsoft Windows. In certain cases, Ajera CRM provides the Format Currency dialog box so you can modify those default currency formats to meet special requirements.
  • Format Date/Time Dialog Box
    To accommodate companies that are located in (or doing business in) countries other than the United States, Ajera CRM provides default date and time formats for reports, checks, and other Ajera CRM output based on your settings in Regional and Language Options in Microsoft Windows. In certain cases, Ajera CRM you can use this dialog box to modify the default date and time formats.
Parent Topic: Reporting Overview