Steps to use business report templates

From FloristWiki

Revision as of 15:02, 17 April 2008 (edit) MercTechUWriter (Talk | contribs) ← Previous diff		Current revision (06:44, 21 April 2008) (edit) (undo) MercTechUWriter (Talk | contribs)
(One intermediate revision not shown.)
Line 7:		Line 7:
	Back to [[Business Reports]]		Back to [[Business Reports]]
		+
		+	[[Steps to generate Aged Analysis reports]]
		+
		+	[[Steps to generate Business Snapshot reports]]
		+
		+	[[Steps to generate Sales Summary reports]]

---

Current revision

1. On the FTD Mercury Main Menu, click Business Reports.
2. Double-click Mercury Forms.
3. Double-click the name of the report you want to generate.
4. If you receive a security warning about the template containing macros, click Enable Macros. This is normal and the macros are required to generate the report or letter.
5. Use the report's settings window to configure one or more options for the report (such as a date range).
6. Click Finish to generate the report.

Back to Business Reports

Steps to generate Aged Analysis reports

Steps to generate Business Snapshot reports

Steps to generate Sales Summary reports