How to: Sync Reports

Synchronize custom reports from your office server into a local salesperson copy or branch office workstation.

In SalesPartner, open Synchronize and click Advanced

Click Log In

Click Get Reports

Select your desired report template and click Get Report

You will be prompted to Save the report template file into your custom SalesPartner reports folder - Click Save

The template should only take a couple of seconds to transfer, however there is no completed confirmation screen. If you click on another report in the list, you'll see that the template which you synchronized is now yellow.

Colours explained: Red = Selected, Yellow = Retrieved, Pink = Available

Once you have completed the steps above, the custom report template will be available to use in SalesPartner.

Note: Custom reports include path prefixes to ensure that applicable templates are only available in the correct Report Tab in SalesPartner. For example, if you synchronize a custom activity report template, that template will only be available in the custom folder, under the Activity tab:

To locate the custom report template:

- Navigate to the correct reports tab, for example: Activity

- Click Custom

- Double click on the template name to generate the report

Syncing Custom Letter Templates

To synchronize custom letter templates, follow the same steps but click Get Letters after you log in to your office's Synchro-Server.