Previous Topic

Next Topic

Task Map: Reports and Output Processes

This diagram maps out the module's core tasks, both by the approximate order they occur (top-left to bottom-right) and by the organizational area that performs them. Additional shapes and icons summarize key inputs/outputs, and the bullets below link to topics explaining the tasks.

Task Map: Reports and Output Processes

Tasks for Output Processes:

 

  • Administer roles
  • Define output process: Crystal, MS Word, e-mail, opportunity
  • Set security groups
  • Modify output process
  • Customize business objects
  • Set output process permissions
  • Create queries
  • Preview results
  • Upload templates
  • Export results
  • Configure templates
  • Run Crystal reports
  • Create Word templates
  • Manage sources

See Also

Understanding Reports and Output Processes

Key Features: Reports and Output Processes

Understanding Roles in Reports and Output Processes

Concepts and Terms: Reports and Output Processes

Known issue with reports based on objects with a CS prefix


ASI logo 10.6 Production Release. Updated 1/17/2006 4:34:08 PM
© 2009 by Advanced Solutions International, Inc. All rights reserved.