Open topic with navigation
Get link | About Sage CRM editions
Moving a report to a different category
- Click My CRM | Reports.
- Select the category that contains the report you want to move.
- Click Edit for the relevant report.
- Select the new report category from the Report Category drop-down menu.
- Click Continue. The Search Criteria for Report page is displayed.
- Click Continue. The Report Options, Step 2 of 2 page is displayed.
- Click Save. The report is moved to the selected report category.
See Also:
Creating a list report
Creating a cross tabular report
Creating a historical report
Creating and managing a report category
Cloning a report
Open topic with navigation
Sage CRM user assistance PDFs
