SI Lead Manager v7

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Reporting – How to Edit a Report’s Properties

Version of SILM

7.0 and higher

About

This video will show you how to Edit a reports properties.

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Report properties are how you tell SI Lead Manager about what the report is.  These properties are…

Name – Simply the name of the report.  Be fairly descriptive as this is the information you are most likely to see in and around the software.

Description – This is where you can go into detail about what the report shows and what it is used for.  This field has a limit of 5000 characters.

Report Type – Select between Report, Letter or Envelope

Data Source – This should not be modified.  It tells the system what information to pull into the reports.  The names you see are very specific and if changed will most likely break the report.

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