10. Custom Reports Training Guide - Version 2 Home | Best Practices | Appendix | Full Training Guide    
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10.1 Getting Started
A complete overview of the Custom Report module and its applications.


Application Purpose
Copy Report Templates Between Divisions Purpose of application is to copy an existing report template from one division to another and select which users can view or modify the report.
Maintain Contact Groups Purpose of application is to create new or update existing contact groups, which act as recipients in Schedule Custom Reports application.
Maintain Custom Report Templates Purpose of application is to create a custom report.
Schedule Custom Reports A scheduling system for custom reports, which allows reports to run automatically at specific time intervals. Note: Runtime parameters for reports must be of type date; otherwise you will not be able to create a running schedule.
Updated January 27, 2009