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Custom Report Presentation

Question asked by bluenose on Nov 7, 2017
Latest reply on Nov 7, 2017 by Francesca Shiekh

Hi, I wish to create a custom report layout that will extract set information from whichever opportunity I select, and present that data in a specific layout of my choosing. Is there a way that I can build this into Sugar?

 

currently we create these reports manually when required but all of the data within them exist within Sugar. It would be so much simpler if I could run a report in sugar to produce the same product.

 

thank you in advance for any and all help you may offer with this

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