PDF Reports

You can create PDF reports using CRM.win.

The main advantage is that the users that cannot edit or change such statements.

The following prerequisites need to be met to use PDF reports:

.NET framework 4.5 must be installed.
A configuration entry must be added in the Configuration info area (Reports | Document Types), see Configuration Info Area in the CRM.core Administrator Guide.
Due to .NET security settings, PDF reports can only be generated using a local installation of Aurea.CRM win.

Please note the following when defining the report (For further information see Defining Report Formats):

Select either a predefined stylesheet (UpdateReportListPdf.xslt, UpdateReportMaskPdf.xslt) or one of your own.
If no plugin used to display PDF documents in Internet Explorer is installed, enable the Open in associated application option.
Enable With <field> and With <table> if using one of the stylesheets supplied by Aurea.
The file ..\system\xml\_Aurea.PlugIns.Reporting.Pdf.xml is available as a template. Create a copy (remove the "_" from the file name).

Information on all available parameters can be found on the Aurea support page at https://support.aurea.com.