Abstract

There are 2 types of reports in Tabie CRM: System Generated Reports (SGR) and Plain Text Reports (PTR). PTR Templates help managers and supervisors to list out report sections and assign them to departments within the team.

 

Step 1

On your menu, select More, and then select Create a Report Template

 

Step 2

Add details about your report and submit (view sample at the end of this article)

To add new sections to the same report, click Add another section

 

Step 3

select users who should view that report template and submit

And that’s it! The selected users can now access the new plain text report template.

 

Sample of a completed Plain Text Report Template

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