This object is in archive! 

Is there a way to "dress up" a report?

Robert J. shared this question 10 years ago
Answered

That may be the wrong question all together, but I am trying to create a statement for a customer that pays monthly for a number of separate events. I have created a report, but it is less than attractive. Is there a way to add a header?


If this is the wrong direction or there is an easier way to create a statement for open invoices for a particular customer, please advise.

Best Answer
photo

To "dress up" a Lead report, you could copy the contents out and paste it into a Word doc or something.


Or you could make a new quote and using the Quick Add, enter each event as it's own line item. Then send over an invoice for that.

Comments (1)

photo
1

To "dress up" a Lead report, you could copy the contents out and paste it into a Word doc or something.


Or you could make a new quote and using the Quick Add, enter each event as it's own line item. Then send over an invoice for that.

Replies have been locked on this page!

You can't vote. Please authorize!
You can't vote. Please authorize!
You can't vote. Please authorize!