Steps to use business report templates
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[[Steps to generate Aged Analysis reports]] | [[Steps to generate Aged Analysis reports]] | ||
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+ | [[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