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Design Email Reports

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.