Create New Report - As per QUOTE standard report

Hi there,

To set the scene, i'm using web client of 4.0, and i'm not a programmer.

Currently, out-of-the-box functionality allows you to run a report called
"Quote" which presents the data in a good format, almost good enough to hand
to a customer.

What I need is this report, but with our logo's embedded, and a few fields
added/moved/removed, but i can't figure out how to edit layout options or
content options, and I can't even seem to create a similar report from
scratch (as they all appear to relate to exisitng XML reports out of the box).

I'll be upset if I need to get a programmer to write my reports for me,
hoping I can easily make a quote i can hand to a customer.

Thanks in advance

Matt

MatthewMcMaster
Tue Jul 15 01:09:02 CDT 2008

i may have found out how best to do this, using mail merge (which is a little
strange, but i think i see why)

does anyone have any mail merge (Word XML) templates that I can see to
understand this better? I will create a Word XML template, but unsure how I
can tell it to put certain fields ini certain locations?

"Matthew McMaster" wrote:

> Hi there,
>
> To set the scene, i'm using web client of 4.0, and i'm not a programmer.
>
> Currently, out-of-the-box functionality allows you to run a report called
> "Quote" which presents the data in a good format, almost good enough to hand
> to a customer.
>
> What I need is this report, but with our logo's embedded, and a few fields
> added/moved/removed, but i can't figure out how to edit layout options or
> content options, and I can't even seem to create a similar report from
> scratch (as they all appear to relate to exisitng XML reports out of the box).
>
> I'll be upset if I need to get a programmer to write my reports for me,
> hoping I can easily make a quote i can hand to a customer.
>
> Thanks in advance
>
> Matt