Common Data > Quick Report
How to save and use Quick Report
Posted by i3Teamworks Team on 17 May 2018

You can save a report to Quick Report for easily accessing it later.

To add your favourite report to the Quick Report, simply go to the report you want, filter the data accordingly, then click the "Save As Quick Report".

Key in the title and other details as per required.

Notes: All report display is according to user data access right. Some of the email recipient might not have access to the specific report.