Within the CRM My Desktop screen, Users can select the 'Reports' drop-down from the top of the session to select from up to five reports, or select Other to show all CRM Reports. Users can choose which Reports are shown for quick access.
When accessing CRM My Desktop, Users can access CRM Reports and Enquiries through the 'Reports' dropdown at the top of the session. These reports can be set within the System Parameters, to determine which Reports are shown for quick and easy access to commonly used CRM Reports.
These defined Reports can be set at a Global Level, so that all Users would receive the same list of five Reports, or they can be defined at a User Level which is specific to each User (and will override the Global Level).
To set these defined Reports at a Global Level, navigate to CRM -> System Maintenance -> System Parameters and then select the Other tab. Within here, you can specify up to five reports under the System Reports section, as per the image below.
If the User accessing CRM My Desktop does not have the System Reports assigned on a User Level, these are the Defaults they will receive as per the Global Level. The result can be seen per the first image above.
To set these defined Reports at a User Level, navigate to CRM -> System Maintenance -> User Access Control and enter the relevant User ID. (Note: If the User does not have a Record setup, one will need to be created for them or copied from another User ID that is setup).
Under the Details tab, you can specify up to five reports under the User Reports section. If Reports are also setup at a Global Level, the Reports set at the User Level will override these for the specific User when accessing CRM My Desktop.
If all five Reports have been assigned on a Global Level or User Level then the User can select the 'Other... ' button to receive a full list of all CRM Reports and Enquiries for selection.
