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Fiona Sims

Fiona Sims

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Review Date

Feedback

R001

Open the Reports module and view a report

R002

View the Report Properties

R003

Within Report Properties, Edit and setup the report to display:

  1. In the Dashboard. Check the report displays.

  2. In a record. Check the report displays.

Note: Ensure the tester has the report added to their security role.

R004

Create a Schedule and assign yourself as a recipient to check if the schedule works

R005

Edit a report (no need to make changes, just check that the Stimulsoft report design tool opens in a new tab

R006

Copy a report

R007

Delete the copied report