Ability to copy canned report to custom reports to make slight adjustments in them - like headings

I have changed the display as field in configuration for the amount ask, date ask, amount expected and date expected on a proposal. I want those to be the column headings in the outstanding proposal report. 

  • Guest
  • May 9 2017
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  • Matt Haynes commented
    May 11, 2017 13:09

    This actually can be easily done.  Simply run the report in RE, then export.  When you select the export format, choose "Crystal Reports" and "Disk file".   You will then be prompted to name your report and select destination - the report will be in .rpt format.  You then can open crystal reports, and select "Open" - browse to your exported report, and then make needed changes, print, export as pdf, etc.

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