{"id":4505,"date":"2013-08-21T05:09:31","date_gmt":"2013-08-21T05:09:31","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=4505"},"modified":"2013-08-21T05:09:31","modified_gmt":"2013-08-21T05:09:31","slug":"hyperlink-on-report-columns","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/08\/21\/hyperlink-on-report-columns\/","title":{"rendered":"Hyperlink on Report columns"},"content":{"rendered":"<p>We all know, Sage CRM comes with the functionality to provide you with the quick overview of the information related to any entity. This is nothing but in the form of Reports, Dashboards etc. \u00a0You can export reports to Screen, PDF, excel\u00a0 etc. Now when I export them to screen will it be possible to have the hyperlink on columns to navigate and quickly view the details of the record? Yes, it is possible and an out of box feature.<br \/>\nScreen Reports can help us to navigate directly to the summary screen of the information being displayed in the report; this can be achieved from below steps:<br \/>\n1.Login to <b>CRM<\/b><br \/>\n2.Click on <b>Reports<\/b> from <b>Main Menu<\/b><br \/>\n3.Click on the Pencil icon of any particular report<\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/08\/12.jpg\" target=\"_blank\"><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter  wp-image-4506\" alt=\"1\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/08\/12.jpg\" width=\"706\" height=\"307\" \/><\/a><\/p>\n<p>You will be navigated to Report Options screen<br \/>\n4.Select the Auto Hyperlinking checkbox and click on <b>Continue<\/b> button<\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/08\/22.jpg\" target=\"_blank\"><img decoding=\"async\" class=\"aligncenter  wp-image-4507\" alt=\"2\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/08\/22.jpg\" width=\"868\" height=\"155\" \/><\/a><\/p>\n<p>5.Click on <b>Save<\/b><br \/>\n6.Run the Report<br \/>\n\u00a0In the report output you can observe that the record columns are converted to hyperlink. You can click on the hyperlink and the record summary will be opened on main screen behind as shown below.<\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/08\/32.jpg\" target=\"_blank\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-4508\" alt=\"3\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/08\/32.jpg\" width=\"1211\" height=\"440\" \/><\/a><\/p>\n<p><em><strong><span style=\"color: #993300;\">Also Read:<\/span><\/strong><\/em><br \/>\n<a title=\"Report Cloning in Sage CRM 7.2\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/08\/21\/report-cloning-in-sage-crm-7-2\/\">Report Cloning in Sage CRM 7.2<\/a><br \/>\n<a title=\"Secure report output from export\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/08\/17\/secure-report-output-from-export\/\">Secure report output from export<\/a><br \/>\n<a title=\"Report Columns are now loaded in Alphabetical Order \u2013 Sage CRM 7.2.\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/08\/17\/report-columns-are-now-loaded-in-alphabetical-order-sage-crm-7-2\/\">Report Columns are now loaded in Alphabetical Order \u2013 Sage CRM 7.2.<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>We all know, Sage CRM comes with the functionality to provide you with the quick overview of the information related to any entity. This is nothing but in the form of Reports, Dashboards etc. \u00a0You can export reports to Screen, PDF, excel\u00a0 etc. Now when I export them to screen will it be possible to\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/08\/21\/hyperlink-on-report-columns\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[73,177,317,332,351,1],"tags":[740,1373,1920,1925],"class_list":["post-4505","post","type-post","status-publish","format-standard","hentry","category-configuration","category-hyperlink","category-report","category-sage-crm","category-screen-sage-crm","category-uncategorized","tag-configuration","tag-hyperlink","tag-report","tag-report-column"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Hyperlink on Report columns - 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\/2013\/08\/21\/hyperlink-on-report-columns\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Hyperlink on Report columns - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"We all know, Sage CRM comes with the functionality to provide you with the quick overview of the information related to any entity. 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