Use the options on the Reporting toolbar to initiate an action for the selected report.
The report options dialog box for the selected report may open before you can complete the selected action. On the report options dialog box, make any required entries and then click
Run. Then, the appropriate dialog box opens for the toolbar action that you selected.
| Field | Description |
|---|
 Preview
|
Click this option to display the report in a Preview page.
|
 Print
|
Click this option to display the Print dialog box.
|
 Schedule
|
This option displays the Schedule dialog box, on which you can specify when you want
Ajera CRM to generate the report. You can also use the Schedule dialog box to add a report to a profile (a group of reports) that you want to generate on a regular basis.
|
 Email
|
This option displays the Email Report dialog box, which you can use to distribute a report as an email attachment or to send a link to the report in an email message.
For
project reports, this option displays a menu of distribution options. You can select a category of recipients or you can select
To Specific Address.
|
 Download
|
This option displays the download dialog box, which you can use to save any
Ajera CRM report in a variety of file formats.
|
 Create Report Archive
|
This option to archive reports is available only if you are using the Standard Edition or Enterprise Edition of Microsoft SQL Server.
Click this option to display the Archive Report dialog box, which you use to save a report temporarily so that you can quickly regenerate it with the original data. Your archived reports are displayed on the Archived Reports tab in Reporting.
Ajera CRM saves each archived report the number of hours you specify when you create the archived copy.
|
 Help
|
This option displays an overview help topic for the type of reports listed in the Reports grid.
|
