All report templates for all portal directories are stored here. You can customize the layout of reports to suit your requirements.
You can edit the default templates or create new ones.
On the right side of the window, you can see a text editor. You can work with it just like with a regular editor, such as MS Word.
Please note: if you press the Enter key in the editor, a new paragraph will be created. Sometimes it is necessary to move text to another line without creating a paragraph. To do this, press Shift + Enter or the BR button in the editor.
On the left, you can see the variables available for the report. Each object has its own set of variables. Typically, each field from the object you fill out on the portal has its own variable that outputs the value from the corresponding field to the report.
To insert a variable into the editor, place the cursor at the desired location in the text and double-click on the variable with the mouse.
Users can generate most reports directly from the form for the corresponding item in the Reports tab. For example, if you open the form for a Deal, you can generate the following reports: invoice, act, agreement.
However, some reports cannot be generated by users because they do not have access to the relevant elements. For example, reports on Users and Roles can only be generated by the Administrator. To do this, open the appropriate template and click the Generate report button.
