Download QAD Customer Relationship Management User Guide

Using Reports
• Forecast Sales
• Sales
• Top/Neglected Object
To edit access permissions to the dashboards you create, right-click and
choose Edit External Report.
Note The system does not let you define new components or delete
existing ones.
For details on defining a dashboard, see Chapter 12, “Maintaining the
Dashboard,” on page 161.
Managing Output Channels
The system lets you choose the output channel of a selected report
through the Export option. There are multiple ways to export a report:
• Choose Export from the File menu.
• Right-click and choose Export.
• Click Export on the toolbar from the report display.
Fig. 11.8
Export Wizard
1
Choose the Export option to open the Export Wizard. Use it to export
reports to the following output channels:
• Application
• Disk File
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