CSM 10.4 Documentation

Home

Run a Report from the Report Manager

To run a Report from the Report Manager in CSM Desktop Client:

  1. Open the Report Manager.
  2. Select the Report you want to run.
  3. Right-click the Report and select one of the following options:
    1. Run: Runs the Report and opens the Preview window. Alternatively, double-click the Report.
    2. Run Special: Run Special is only available if you open the Report Manager when you have Saved Search Results or a single record open. You can then:
      • Run for current record: Run the Report using only the data in the record currently open in CSM.
      • Run for current group: Run the Report using only the data in the Saved Search currently open in CSM.

Was this article useful?