New Report.
  • Its neccessary to give a name to the new report.
  • Selecting from the list of tables, the principal table to include.
  • Selecting the fields to show in a report and move them with the button in the list of included fields.
  • Repete the operation also with the fields of other tables.
  • If there are more than one tables selected, select which one is principal.
  • If there are "Sum of..." fields selected, you must also select a grouping field. (Ex. the sum of time for activities by company must have the field "Company Name" selected as the grouping field)
  • Select fields that you want from the list "Fields to Compare", and move them to the list of parameter fields. (Ex. If you want to select the companies that belong to a particular category, select the category field)
  • Save the report.