F2 - Report Designer
How to Customize General Report Forms
How to Customize General Report Forms Click the Gear icon Click "Account Administration" from the dropdown menu Alert! If you don't see the Account Administration, you do not have a security role that allows you to do this. Navigate to the menu on ...
How to Customize Process Reports
How to Customize Process Reports Click the Gear Icon Click "Account administration" from the dropdown menu Alert! If you don't see the Account Administration, you do not have a security role that allows you to do this. Navigate to the menu on the ...
Report Designer - Basic Walkthrough (video)
Editing a Text Box
Editing a Text Box This guide provides a step-by-step approach to editing text boxes in Report Designer, making it an essential resource for anyone looking to enhance their reports visually. It covers key formatting options such as text styling, ...
Remove MSRP from a Process Report in Focus 2
Remove MSRP from a Process Report in Focus 2 This guide provides a step-by-step process for removing data from a process report. We'll use Manufacturer's Suggested Retail Price (MSRP) for this example. It is advised that users seeking to customize ...
Enable Comment Types in Process Reports
How To Design Process Reports With Comment Types This guide offers a comprehensive walkthrough to show how to enable comment types on specific process reports, enhancing organization and filtering comments on quotes and sales. By utilizing comment ...