I am in my trial period, and so far I like what I see. I want to create a opportunity report, but am a little slow on the curve of creating one. Is there a generic template out there for download?

Sure could use some one on one help if that is possible. I have viewed a couple of movies, and it just isn't sinking in.

Larry

What specifically are you trying to do?

Where are you getting stuck?

Just the overall process of creating a report. But, I think I'm understanding what Daylite interpretation of a report is. Ex: I want to see the progress of my current opportunities, who I need to follow up with, how soon, etc. I found where I can purchase a particular template for my needs. I just don't have the time or desire to create my own. Thanks for the response.

It appears that I will purchase the app. burn some midnite oil loading my current handwritten stickies, and the rest of my desk top into Daylite. After that I need to be very focused on keeping all entries current.

Larry

I'm in the same boat as Larry. New to Daylite and would like to generate simple reports without a lot of manual work. Thanks, Hank

I've hit the same productivity hole. There appears to have been a deathly silence about hlwilson3's request though!

I'd really like to be able to customise/tweak some of the built in print templates, but I can't find them anywhere.

When you go through the steps of creating a new report you have the option to use an existing report as a starting point.

Most of the summary reports were created in the older report engine and they won't show up in that list.

For more information on how to edit the older templates Click Here