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PDI CRM uses the Fast Reports designer to create and maintain reports. When editing an existing report, we recommend that you run the required report to the window and then press Ctrl+Shift+R to launch the designer with that report loaded. This will ensure that all required data objects are available and that sample data will give a preview of the report.

 

The actual design is outside of this help file; we recommend that you use the FRUser.chm help file for details on designing and creating reports.