EPISODE · Sep 7, 2010 · 9 MIN
Episode 29 :: Customize VS Custom Reports
from Clients & Profits Featurecast · host Clients & Profits
The built-in Clients & Profits X Customize Reports window lets users modify every existing report in Clients & Profits X. Changing report templates using the Customize Reports option permanently changes the report's parameters in your copy of Clients & Profits X. The report templates that you change will only affect your copy of Clients & Profits X. If other users of the program wish to use these customized reports, these same changes will need to be made to each copy of Clients & Profits X that needs it.
What this episode covers
The built-in Clients & Profits X Customize Reports window lets users modify every existing report in Clients & Profits X. Changing report templates using the Customize Reports option permanently changes the report's parameters in your copy of Clients & Profits X. The report templates that you change will only affect your copy of Clients & Profits X. If other users of the program wish to use these customized reports, these same changes will need to be made to each copy of Clients & Profits X that needs it.
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Episode 29 :: Customize VS Custom Reports
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