Reports for Daylite

Are the built-in reports for Daylite 4 not enough? See if any of these meet your needs (instructions for installing reports can be found below):

Opportunity Snapshot

This is a lightly-modified adaptation of the built-in Project Snapshot.

Installing Reports

Reports in Daylite 4 are either available to all users or individual users. For all users, the report is stored on the server and is imported in this manner:

  1. Select Daylite > Preferences > Report Templates
  2. From the New Template popup menu, select Select Template from Disk…
  3. Navigate to the report template, select it, and click Open

For individual users, move the report template to this folder in the user’s Library[1] directory:

~/Library/Application Support/com.marketcircle.Daylite4/Templates

  1. The tilde (“~”) indicates your home, or “user,” directory. Your user Library directory is hidden; to access it in Finder, click the Go menu while holding down the option key.  ↩