{"id":12815,"date":"2016-05-31T04:43:51","date_gmt":"2016-05-31T04:43:51","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=12815"},"modified":"2016-05-31T04:43:51","modified_gmt":"2016-05-31T04:43:51","slug":"how-to-edit-summary-report","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/05\/31\/how-to-edit-summary-report\/","title":{"rendered":"How to Edit Summary Report"},"content":{"rendered":"

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.
\nNew Stuff:\u00a0<\/em><\/strong><\/span>Restrict access to certain entity with SQL conditions<\/a><\/span>
\nHere I will explain how to edit contents of these Summary reports.
\nI will take example of Company Summary Report which generally shows following sections in Summary Report: (Refer below screen shot<\/strong>)
\n1) Company Summary
\n2) Cases
\n3) Communications
\n4) Opportunities
\n\"Main_Summary_Report\"<\/a>
\n <\/p>\n

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.<\/span><\/p>\n

Here are the steps you need to follow:
\n<\/span>1)\u00a0Login to Sage CRM.
\n2)\u00a0Navigate to below path.
\nAdministration | Customization | Company.
\n3)\u00a0Navigate to Summary Report tab and click on the Edit Summary Content button. Refer below screen shot.<\/p>\n

\"Nav_to_editcompany\"<\/a><\/p>\n

4)\u00a0Add column Company Status to the report and Click on Save<\/strong> button as shown in below screen shot.<\/p>\n

\"Add_Column\"<\/a><\/p>\n

5)\u00a0Add column Company Status to the report and Click on Save<\/strong> button as shown in below screen shot.<\/p>\n

6)\u00a0Now Click on Edit<\/strong> button available against Opportunity Section. Refer below screen shot.<\/p>\n

\"Oppo_Edit\"<\/a><\/p>\n

7)\u00a0Select Opportunity details Column and click on Add to Report contents<\/strong> button and click\u00a0 Continue<\/strong> as shown below:<\/p>\n

\"Edit_oppo_report\"<\/a><\/p>\n

8)\u00a0Now navigate to Company summary screen\u00a0 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.<\/p>\n

\"Comp_Status_added\"<\/a><\/p>\n

\"Oppo_col_added\"<\/a><\/p>\n

About Us
\n<\/strong>Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.
\nGreytrix<\/a>\u00a0has some unique integration solutions for Sage CRM with Sage ERP\u2019s (Sage X3<\/a>,\u00a0Sage 100<\/a>,\u00a0Sage 500<\/a>\u00a0and\u00a0Sage 300<\/a>). It also offers best-in-class\u00a0Sage ERP customization and development services<\/a>\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users and Sage PSG worldwide.\u00a0Greytrix<\/a>\u00a0helps in\u00a0migrating to Sage CRM from ACT<\/a>,\u00a0Goldmine<\/a>\u00a0and other CRM\u2019s.
\nFor more information on our integration solutions, please contact us at\u00a0sage@greytrix.com<\/a>. We will be glad to assist you.
\nAlso Read:<\/em><\/strong><\/span>
\n<\/em><\/strong>1) Add new fields to Summary report<\/a>
\n<\/u>2) Redirecting to Custom Dot Net Summary Page from Report Column Hyperlink<\/a>
\n<\/u>3) Hyperlink on Report columns
\n<\/a>4)\u00a0Showing images in Sage CRM Reports
\n<\/a>5)\u00a0Historical Reports \u2013 Opportunity Closing History<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

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:\u00a0Restrict 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\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[255,317,318,332,396],"tags":[],"class_list":["post-12815","post","type-post","status-publish","format-standard","hentry","category-my-crm","category-report","category-reports-to","category-sage-crm","category-task-sage-crm"],"yoast_head":"\nHow to Edit Summary Report - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/05\/31\/how-to-edit-summary-report\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Edit Summary Report - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"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. 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