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Design Email Reports
For information about how to create or edit a part, as well as the tabs on the Edit Part screen, see Create and Edit Parts.
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From the Design tab, in the Report Type field, select the type of report to create. Select Email Revenue Summary or Email Activity Report. |
To view a pop-up preview of the report, click on the report type. For more information about report types, see Email Reports.
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In the Report Title field, select the title to use for the report. |
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To use the report’s name for the title, select Default. |
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To enter a custom report title, select Other and enter the title in the field. |
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To display the report title above the report, select Show Report Title. |
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To save the report, click Save and Close. You return to the Report (Email) design screen. |
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Click Save. You return to Parts. |