Smartstaff, administrator
4,478
edits
Changes
no edit summary
* '''Global Report Template''' can be defined to automatically add headers and footers to all reports
* '''Advanced Excel Export''' settings allow you to use an Excel file in a [[SmartFolder]] as a template
* An HTML template can be custom defined for reports that prompt for criteria using the '''???''' syntax. '''@arg1@''', '''@arg1.label@''', '''@arg1.id@''', '''@submitbutton@''', '''@fileexportbutton@''' and '''@exportbutton@''' can be used on this page.
* Setting to mark a report as '''Do Not Rebuild''' to prevent accidentally overwriting customized report template settings. This setting causes a pop-up confirmation when you open report builder.
* For reports that prompt for criteria, the criteria entered can be referenced in customized report templates using this syntax: '''@args['''''field id''''']@'''
* Confirm on delete of a report.
==Misc==
* '''Last Search''' option for Contact search, Company search and Level 2 / Level 3 searches
