Reporting Stimulsoft

R001

Open the Reports module and view a report

R002

View a Report that has a hotlink (for example to open the related record). Check the hotlink works.

R003

View the Report Properties

R004

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.

R005

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

R006

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

R007

Copy a report

R008

Delete the copied report