Download Custom Reports
If you created custom reports and have saved them to e-manage, users will have to download them to be able to use them by going to Tools → Custom Reports → Download Custom Reports to My Computer. This is a per user process.
See the Report Designer section for more details on how to create alternative reports, modify your Quote Terms and Conditions and more!
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Uploading Custom Reports
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Exporting Data / Printing Reports
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Modify and Save a Custom/Alternative Report
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Delete Custom/Alternative Reports
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Analysis / Reporting
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Report Designer
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