Learn how to report – Daylite Reporting Fundamentals Book

Quick Tips / February 13, 2009 / Ryan

One of our Partners, Eric O’Connell, has written a great book about creating reports in Daylite. His book covers a range of basic and advanced topics, that can be applied to developing your own customized reports – to maximize the benefit of using Daylite.

The report engine is the same in Billings, so readers can apply what they learn too.

I also wanted to take this opportunity to congratulate Eric on his Master Partner status – way to go! We now have six Master Partners on our roster, with that list continuing to grow.

Eric’s book features:

  • Report and Page Layout tutorials walk you through creating report documents
  • The different layout elements are discussed
  • The data model as made available to the report engine is discussed, and each primary Daylite object (contacts, organizations, projects, opportunities and groups) are diagrammed to illustrate which data is available and where it can be found
  • The different types of page layout formats are discussed
  • The last two chapters discuss F-Script and how it can be used to acquire and format data

Happy reading!

Ryan Cash

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