{"id":15515,"date":"2019-04-22T08:40:36","date_gmt":"2019-04-22T08:40:36","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?page_id=15515"},"modified":"2020-01-14T11:46:49","modified_gmt":"2020-01-14T11:46:49","slug":"configuring-click2export-crm-report-templates","status":"publish","type":"page","link":"https:\/\/www.inogic.com\/blog\/click2export-infocentre\/configuring-click2export-crm-report-templates\/","title":{"rendered":"Configuring Click2Export CRM Report Templates"},"content":{"rendered":"

Reports are informative business tools containing statistical figures of an organization like accounting detail, annual reports, employee database and others. Maintaining reports allow planning for the future by proper analysis and studying trends. Similarly, Word templates are documents that have a common format including editable or non-editable data which can be used as a template for variety of usage. For example, they can be created once and used with a different signature and stamp every time thereby retaining their uniqueness.<\/p>\n

Using Click2Export you can export these report and word templates. CRM Report Template<\/strong> is a custom entity which is shipped with Click2Export where you would create templates for reports\/word templates.<\/p>\n

There are two types of CRM Report Template.<\/p>\n

    \n
  1. Report Template<\/strong><\/li>\n
  2. Word Document Template<\/strong><\/li>\n<\/ol>\n

    Let\u2019s understand how to export\u00a0 CRM Report Template<\/strong>s. <\/strong>To create a CRM Report Template you need to navigate to Sales\u00a0\u2192\u00a0<\/strong> Report<\/strong>. Here are the steps to Create Report Template:<\/p>\n

    1<\/strong>. Navigate to the Reports under Sales where all Available Reports<\/strong> are displayed. Select the reports that need to be used for quick export using Click2Export then click on Create Template Records<\/strong> button from the ribbon.<\/p>\n

    2<\/strong>. The Create Template<\/strong> Records<\/strong> button will create a record for the selected report.<\/p>\n

    \"Configuring<\/p>\n

    3<\/strong>. After clicking the Create Template Records<\/strong> button it submits a job in the background to create report template record<\/strong>. This allows you to continue with your work till all the templates have been created. The following message will be displayed for confirmation to proceed.<\/p>\n

    \"\"<\/p>\n

    \"\"<\/p>\n

    4<\/strong>. If you try to create a CRM Report Template for a report that was already processed and has a CRM Report Template for it, you would receive the following message.<\/p>\n

    \"Configuring<\/p>\n

    5<\/strong>. You can check the report templates created in the CRM Report Templates Area added in Click2Export\u00a0\u2192<\/strong> CRM Report Templates<\/strong><\/p>\n

    \"Configuring<\/p>\n

    Let\u2019s understand what the attributes of Report Template stand for. For this you need to open the report template you have created.<\/p>\n

    \"Configuring<\/p>\n

    Template Name<\/strong>: By default this is set to the report name that was exported but is customizable and can be changed. As multiple templates can be created for same report it is advised to keep a unique name to make all templates distinguishable.<\/p>\n

    Export File Name<\/strong>: This is the name that would be provided to the file on export. You could provide a static (fixed) name as well as (dynamic) have it configured based on the fields of the record.<\/p>\n

    For ex.<\/p>\n

    Account \u2013 {name} \u2013 {primarycontactid} \u2013 {createdon}<\/p>\n

    Will create a file name as<\/p>\n

    Account \u2013 A. Datum Corp \u2013 Joe Smith \u2013 02\/12\/2015 8: 12:33PM<\/p>\n

    You can use any field name including custom field from the record type provided<\/p>\n

    Default File Format<\/strong> \u2013 PDF, Excel, Word, CSV, and TIFF are the options. By default with the solution it is set as PDF<\/strong>. With this option, you can decide the default format in which the report would be exported.<\/p>\n

    Template Type:<\/strong> Report Template<\/p>\n

    Auto Send Email: <\/strong>Send emails automatically with the attached exported file.<\/p>\n

    Default Email Template:<\/strong> The email would be created based on the default email template specified in that section.<\/p>\n

    Default Filter: <\/strong>It contains the default fetch XML of reports (Click2Export supports SSRS reports. It does not support SOL reports).<\/p>\n

    Custom Report: <\/strong>This specifies whether the report is OOB or created by us.<\/p>\n

    Viewable By: <\/strong>This specifies whether the report can be seen by members all across the Organization<\/strong> or just at Individual<\/strong> level.<\/p>\n

    Email Configuration:<\/strong><\/p>\n

    \"\"<\/p>\n