You can associate various Reports to the Forms in Chase. These reports will be available from the Print and Email drop down buttons of the selected form.
Below are steps to show you how to link reports.
- Navigate to Settings and click the Report Links item in the Configuration tree.
- On the Report Links screen, select the Form to which the report must be linked.
For this example, the Cost Sheet form was selected.
- Click on the Reports field, and select the report to link to the chosen form.
Click the + button to create a link between the form and the report.
The new report link is added to the table of report links and will appear on the drop down list of the Print and Email buttons on the selected form.
Clicking the Default checkbox against the report will set the report as the default when printing.
Optionally click on the Default View Format field, and select the format in which the linked report is to be displayed.
Save changes made to the screen.To remove a report link, click the Delete button (blue X) to the right of the report.