To Import the Sample Template

Before you begin

Procedure

  1. Select Setup > Templates > Reports from the Bluechip Main menu. The Report Setup window appears.

  2. Click New The New Report Template window appears.

  3. Click

    and search for your Blue directory. This should be located on your server, or on your c: or d: drive.
  4. Double-click the Reports folder.
  5. Double-click the file named merge.rtf.
  6. Enter a name for the template in the Template name field and select List Report from the drop-down box in the Report Type field.
  7. Click OK. to complete the process.

Results