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Exact Synergy Enterprise   
 

How-to: Set up report Account Summary Dashboard (CRM)

This report shows a summary (top 5) of 5 configurable activities/processes (requests) for an account over the last two years.

Configure
 the parameters according the below screenshot:
 
 
The security can be set by linking the correct roles to either the report group or report itself.
 
Below you can see a screenshot of the report itself:
 

     
 Main Category: Support Product Know How  Document Type: Online help main
 Category: On-line help files  Security  level: All - 0
 Sub category: General  Document ID: 21.376.875
 Assortment:  Date: 19-10-2012
 Release: 245  Attachment:
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