How to Edit Summary Report

By | May 31, 2016

In Sage CRM we can see Summary report button on Standard Entities like Company, Person, Opportunity, Case etc. Which will summarize details about these entities on single screen.
New Stuff: Restrict access to certain entity with SQL conditions
Here I will explain how to edit contents of these Summary reports.
I will take example of Company Summary Report which generally shows following sections in Summary Report: (Refer below screen shot)
1) Company Summary
2) Cases
3) Communications
4) Opportunities

Let’s consider you want to edit this report by adding one more column in Opportunity section and add one more field on Company Summary Contents.

Here are the steps you need to follow:
1) Login to Sage CRM.
2) Navigate to below path.
Administration | Customization | Company.
3) Navigate to Summary Report tab and click on the Edit Summary Content button. Refer below screen shot.


4) Add column Company Status to the report and Click on Save button as shown in below screen shot.


5) Add column Company Status to the report and Click on Save button as shown in below screen shot.

6) Now Click on Edit button available against Opportunity Section. Refer below screen shot.


7) Select Opportunity details Column and click on Add to Report contents button and click  Continue as shown below:


8) Now navigate to Company summary screen  and click on Summary Report button and you will see Company Status field has been added to Company Summary Content section and Opportunity details added in Opportunity section. Refer below screen shots for both respectively.



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Also Read:
1) Add new fields to Summary report
2) Redirecting to Custom Dot Net Summary Page from Report Column Hyperlink
3) Hyperlink on Report columns
4) Showing images in Sage CRM Reports
5) Historical Reports – Opportunity Closing History