2. Today’s topics Load a new report Add a logo Titles / text Header / Footer changes Table columns Copy/modify chart data Customizing charts Type, legend, title, palette, point labels http://docs.connectsmart.com

3. Open Tickets By Company & Board

4. Docs.connectsmart.com Catalogs / Report templates

5. Docs.connectsmart.com

6. Download report template from the doc website. Open the Deluxe Report Designer Open the report Check the credentials using the Report Explorer and Property Grid in the right panel. If incorrect, follow the steps found here: http://docs.connectsmart.com/dis play/CS4/Download+and+add+a+ report+template Save the report Upload to your tenant store using ‘Upload Report’ in the ConnectIO section in the ribbon on the right. Load a New Report Template

7. Add a logo

8. Section Options

9. Table - Add a column

10. Charts - Type

11. Charts – Add a Legend

12. Charts – Add a Title

13. Charts - Palette

14. Charts - Point labels