For information about how to create or edit a part, as well as the tabs on the Edit Part screen, see Create and Edit Parts.
1. | From the Design tab, in the Report Type field, select the type of report to create. Select Email Revenue Summary or Email Activity Report. |
To view a pop-up preview of the report, click on the report type. For more information about report types, see Email Reports.
2. | In the Report Title field, select the title to use for the report. |
• | To use the report’s name for the title, select Default. |
• | To enter a custom report title, select Other and enter the title in the field. |
3. | To display the report title above the report, select Show Report Title. |
4. | To save the report, click Save and Close. You return to the Report (Email) design screen. |
5. | Click Save. You return to Parts. |