How to...
You can work with custom reports or display a variety of reporting-related data.
Related topics:
- Download Custom Reports
You can download custom reports, then view or save them. - Synchronize Custom Reports from the Reports Server to the Database
Save custom reports on the report server to the database. - Upload Custom Reports from the
Ajera CRM Application Server
Use the Load Custom Reports tab in the Report Administration utility to upload custom reports (.RDL files) from your Ajera CRM application server. - Upload Custom Reports from a Workstation into
Ajera CRM
Use the Custom Reports tab in the Report Administration utility to upload custom reports (.RDL files) that are located on a workstation into Ajera CRM. - Display Available Printers
You can view printers that are available to you for printing reports. Printer information includes the printer name, location, model, and description, as well as other default printer information. - Display Current Reporting Activity
You can display a listing of report servers and reports that are currently running. - Display Log of Report Data
You can review a log with information about all generated reports. - Clean Up Orphaned Report, Cached Invoice Template, and Old Log Files
Use Report Administration to delete orphaned reports, cached invoice templates, and old log file rows. - Delete Archived Reports
Ajera CRM automatically deletes archived reports based on the number of archive hours specified when each archived report is created. However, you can also use the Report Administration utility to delete them. - Upgrade Custom Reports Saved in Your
Ajera CRM Database to the Latest RDL Schema
Use the Ajera CRM Report Administration utility to upgrade custom reports to the RDL report schema version that is currently supported in Ajera CRM. - Upgrade Custom Reports Saved on a Local Machine to the Latest RDL Schema
Use the Ajera CRM Report Administration utility to upgrade custom reports to the RDL report schema version that is currently supported in Ajera CRM.
Parent Topic: Report Administration Utility