Reports Desktop

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Reports Desktop

PDi CRM allows for the creation of the user-definable report; these can be limited to individual users and then assigned to the reports desktop view. This gives the user a single source to execute the created report.




Double-click the report to run, select the report, and press the Run Report button.


If the report requires parameters to run, a dialogue box will be displayed with the required options to generate the report, as in the below examples.



Report_parameters_User Report_parameters_user2