Printing reports and data sheets

You can have reports, as for example data sheets, technical specifications, or quote  documents generated via the print function.

Also, in the Entry Portal or in the My Data form, you can have a report on due activities of an internal person issued (see more in Tips on using activities). This function opens a print dialog for reports (report manager) in which you have these possibilities:

You can have several reports generated one after the other. The overview ensures that no report will be forgotten if, for example, several documents (calculation sheets, technical specifications) need to be created for quotes.

You can, for example, select individually which details a company data sheet should contain next to the company master data (activities, documents, contacts, products, …). In addition, you can filter these lists by important criteria (from - to, status, type, sub­typ, …). This allows you to generate meaningful reports that only contain the data you actually need.

The report manager supports you with creating the standard data sheets from the most relevant master data masks, and also printing quote documents in the sales module, as well as helpful reports about the modules.

Reports evaluate the elements according to the template used (search conditions). If a report should have formatting, you can create this in the relevant elements (e.g. note field) using HTML markup.