Steps to use business report templates
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(New page: #On the '''FTD Mercury Main Menu''', click '''Business Reports'''. #Double-click '''Mercury Forms'''. #Double-click the name of the report you want to generate. #If you receive a security ...) |
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#Double-click '''Mercury Forms'''. | #Double-click '''Mercury Forms'''. | ||
#Double-click the name of the report you want to generate. | #Double-click the name of the report you want to generate. | ||
| - | #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. | + | #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. |
| + | #Use the report's settings window to configure one or more options for the report (such as a date range). | ||
| + | #Click '''Finish''' to generate the report. | ||
Back to [[Business Reports]] | Back to [[Business Reports]] | ||
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| + | [[Steps to generate Aged Analysis reports]] | ||
| + | |||
| + | [[Steps to generate Business Snapshot reports]] | ||
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| + | [[Steps to generate Sales Summary reports]] | ||
Current revision
- On the FTD Mercury Main Menu, click Business Reports.
- Double-click Mercury Forms.
- Double-click the name of the report you want to generate.
- 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.
- Use the report's settings window to configure one or more options for the report (such as a date range).
- Click Finish to generate the report.
Back to Business Reports
Steps to generate Aged Analysis reports
