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How do I access Field Mapping Reports in FLYdocs Template?
Table of Contents :
How do I view Field Mapping Reports?
1.
Login to your account using the username and password provided.
2.
Click on the Masters tab.
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3.
Hover on the FLYdoc Management tab and Click on the
FLYdoc Templates tab.
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4.
Select Client from the list and Select other required fields.
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5.
Go to end of the record from grid that you want to access and Click on the view icon. It will open a new window.
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6.
Once the new window will open, Select record from the grid.
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7.
Click on the REPORTS button. It will open a new window.
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8.
Once User Report page will open, Go to right side and Click on Field Mapping Reports tab.
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9.
Select Field from the list.
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10.
Click on the VIEW button. It will load User Report into grid.
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How do I export Field Mapping Reports?
1.
Login to your account using the username and password provided.
2.
Click on the Masters tab.
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3.
Hover on the FLYdoc Management tab and Click on the
FLYdoc Templates tab.
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4.
Select Client from the list and Select other required fields.
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5.
Go to end of the record from grid that you want to access and Click on the view icon. It will open a new window.
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6.
Once the new window will open, Select record from the grid.
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7.
Click on the REPORTS button. It will open a new window.
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8.
Once User Report page will open, Go to right side and Click on Field Mapping Reports tab.
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9.
Select Field from the list.
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10.
Click on the EXPORT button.
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11.
It will show you Popup asking whether you want to open or save file.
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Note:- If you do not see this option appear it is due to access restrictions for your user account. please contact an administrator.