How to Generate Tearsheets in AIM

Tearsheets within AIM offer your team the data they care about the most, all with the click of one button. Tearsheets present easy to access, customizable, print-ready reports that summarize and optimize how you consume the data you need now. 

Some Tearsheets come standard with your AIM subscription. If you would like to discuss creating a new Tearsheet or customizing an existing one, please submit a case to the Altvia Care team and we would be happy to start that conversation with you.


Steps

  1. In order to access these Tearsheets, for example, you can click into an Account record within AIM.
  1. In the top right section of the record, you will find a button that says ‘Generate Tearsheet’ or ‘Printable View’.

**Please note – If you do not see this button, feel free to reach out to the Altvia Care team and we would be happy to help


  1. Press the button, wait a moment for the document to generate, then you’ll be taken to a print-ready report detailing the record that you were just on.


  1. In the top right of the Tearsheet screen, you will find three options: Rotate Clockwise, Download, and Print.


If you have any questions please reach out to Altvia Care at support@altvia.com