Creating Custom Reports in BCM

[Guest]

Ouutlook 2003. Is there a way to create and save my own customized reports
in BCM?

 

[Guest]

Is it safe for me to assume that you have clicked on the "Business Contact
Manager" tab and looked at the many reports available there?
Each of those can be customized a lot by clicking on: Modify Report". You
can select what information you want to see in eash column.
You can also save your modified report and you can even save it to Excel.

I hope this helped and that you didn't already know this.

 

[Guest]

Dear Custom:

It appears that the customize feature you mentioned must be done each time
you run the report. What I would like to be able to do is create report
templates (with header, footer, and field definitions of my choice) and save
the templates, such that I can reuse them and make them available to others.
Got any ideas on this? Thanks.

 

[Guest]

What if you modify the report to have just the info you would like and then
export it to Excel?

 

[Guest]

Yes, but that is just a one-time deal I suspect. I want to modify and then
be able to reuse later, not the data but the format.