Your tasks may include sending messages to internal stakeholders or to prospects and producing reports. Some correspondence occurs automatically as a part of an action plan.
Note: The following procedures assume that you have already created the relevant output process (see Creating output processes).
To generate email messages or MS Word merge documents
1. From Process Mgr, select Generate Reports.
2. Select the message or document.
3. Click Run.
To run a report
Process Manager reports use information from the iMIS database to present useful information to stakeholders. To access Process Manager reports, you must be assigned either to the Opportunity User group or to the Reporting group.
Standard Reports are available when you first open Process Manager. When you run a report, you might be asked to supply parameters (data required to run the report) or to choose options from a list.
To print Crystal reports (which includes both Print to Screen and Print PDF file to Screen), you must have Adobe® Reader® installed on both the server and your workstation. Go to the Adobe website to download the free reader software.
To cancel a print job, you must have permissions to the print server.
1. From Process Mgr, select Generate reports.
2. Select the report.
3. Enter any required Parameters (data required to run the report).
4. Click Run.
5. (optional) If you have report editing security access, specify the print destination and formatting options.
6. Click Preview.
7. If the results are correct, click Run.
If you want to increase or reduce the items that are displayed, click Change Parameters, make the changes, and preview again.
To change the title of a report for printing:
1. Run the report.
2. Click Selections.
3. Enter the new title after “Report:”.
4. Print the report.
To export a Crystal report
1. From Process Mgr, select Generate reports.
2. Open the report.
3. Select Output.
4. Select Print to Screen.
5. Enter any required Parameters (data required to run the report).
6. Click Run.
7. From the Format options, select an export format.
8. Click Export.