How to use the PublishSheet Add-In in Sage Intelligence

Desription

To create an HTML version of a Sage intelligence report, the PublishSheet Add-in may be used.

Resolution

1. In the report Properties tab, select the “Show Advanced” checkbox.
2. Select the “…” button next to Run Add-Ins. the Choose Add-In Function screen appears.
3. Select the Add-In Library: “CRMReportAddIn.dll”.
4. Select the Add-in library Module: “CRM Report Format”.
5. Select the Add-In Function: “PublishSheet”.
6. Enter the Sheet to Publish from the report.
7. Enter the full path and filename to publish to. This may be a local path, or a UNC path.
8. Press “Apply” to save the information.
9. Run the report.