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  • Discovering which Views are Available for Reports

    A customer wanted to find out which Views were available for use in Reports. When I looked at the list of views for a particular entity (e.g. Company) there was no obvious way of seeing which view could be used to create a new report. To discover that…
  • Embed Sage CRM PDF Reports in External Applications

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  • Custom Reporting - Custom View Help

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  • Using a dynamic field as a title in a Sage CRM report

    I have created a proj: proj_title in the report view. I am trying to use the dynamic field in the Title: for the report. We are using Sage CRM for Sage 300 ERP v 7.1g. Thank you in advance for any suggestions or directions. Reg Cracknell