Collection provides instructions how to add reports / templates, setup report's parts and manage reports data
18 articles
Roadmap part
Enable / disable recurring budget
"Clear Item" Option in AssessmentClear Item icon:
Report - Assessment part
Create embed partYou can embed external content to your report
Hidden Grades and GroupsSometimes you will run into a question that is not relevant to your customer within the assessment.
Recurring items in AssessmentHow to enable recurring for Assessment, how system uses effective and cancellation date in Recurring budget
Delete parts from draft report
How to make changes in Completed report
Report parts settings
Add page numbers to PDF report
What "Presentation / Display settings" mean
Change print settings for report
Meet new Cover Page Report Part
How to create multiple reports in one action
The reports are not pulling in any assetsWhat are the possible reasons if you don't see any assets
Configurations classesConfiguration /Assets classes can help you plan budget
Setup columns for Contacts partChoose what columns you want to see in Contacts part for Build and Presentation modes
Merge Office with ContactsFeature allows you to join Contacts list from PSA and Users list from Office 365