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#ACTIVEREPORTS 7 TOOLBAR ITEMS CLICK DOWNLOAD#

Mobile reports are a collection of a few elements: Once you've done editing a report, save changes and remember to activate it to make it available in the app.

Use the right pane to modify the properties of selected items.

Left pane displays a list of fields of the selected entity.

Use the toolbar buttons to add or remove grids, cells, columns, repeating blocks, and images / signature.

Again, this may impact if your report is displayed in the app, for example, single-record reports are not available when you use multi-selection in views.Ī new report contains a header block, a footer block, and a grid block.

Select a source: decide if you want a report for a single record, for multiple records, or a combination.

The app only displays reports that match the language of the app, and the universal language-neutral reports. However, you can link other entities to add additional information to the report. The data of this entity can be used in the report.

Select an entity as the primary variable.

The name is used to identify the report in the designer and also in the app. To sort the reports, click the header row of the report list.Ĭlick New and provide the following details: You can use the Search field above the toolbar to filter your reports. Clone Create a duplicate of the selected report template.

Export Download a copy of the select report template to your computer as a file in XML format. Deactivate Inactive reports are not available in the app. Activate Active reports are available in the app. Properties Select a report and modify its properties. Edit Select an existing report and open it for editing. Specify a name, select an entity, the language, and decide if you want a report for a single record, for multiple records, or a combination. Use the toolbar in the top part of the screen to access most functions. On start, the Report Designer shows a list of existing reports. For Salesforce, log in to Resco for Salesforce and select Mobile Report Editor.For Dynamics, go to the Settings of your CRM and select MobileCRM > Mobile Reports.For Resco CRM server, log in to your organization and select Reports.Using a web browser, log in to your CRM.Report Designer can be started from the management console of your CRM:

#ACTIVEREPORTS 7 TOOLBAR ITEMS CLICK DOWNLOAD#