Navigation:  5 Using Total Enterprise CRM > 5.8 System administration > How to work with Admin? > How to create new report?

 

Reporting is used to define specific reports. This is a convenient way to include Microsoft Report Writer (.rdl) files in the CRM.

 

You can create a new report or edit any existing report by following these easy steps:

 

Step 1: Select 'All Reports'

 

 

On ribbon, click the "Admin" tab.

Under Reports group, select "All Reports".

 

Step 2: Select 'New'

 

 

Right click anywhere inside this window and from drop down menu, select "New"

 

Note:

You can also create a new report either by right-clicking on the report's grid and choosing "New" or by double clicking anywhere on blank area. You can also choose "New" command on quick-access toolbar.

 

Step 3: Fill the Form

 

 

Here you can enter name and file for this report.

 

Note:

The fields marked with red star (*) at right end, indicate that these are required-fields while any other field can be left blank.

 

Step 4: Click 'Save & Close'

When you have finished to enter all the desired info,  to save this data, choose any one option on ribbon:

 

Save and Close: saves everything you have entered so far and closes the form

Save and New: saves everything you have entered so far and reopens a blank form for another entry.