reports window

Reports

Reports can be viewed and printed for Sales, Inventory, Contacts and Accounting and Consultant or User Weekly Summaries. Reports are accessed from the Reports Menu at the top of the screen and from the Contact Lister or with the Director’s Assistant from Custom Reports

Report Viewer No matter where the report is created from, they are displayed with the report viewer.

The icons that are used in the report viewer are:

Close Closes the report viewer.

Locate - Used to display different pages of reports that are more than one page. From left to right the icons are; first page, previous page, next page, last page

Print , Labels - The first icon will print the report that is currently displayed. The labels icon will open the Labels window to print labels for the contacts listed in the report.

Zoom Options - You can change the amount of the page displayed by selecting on the various zoom options.

Accessing Reports

Reports are opened by selecting the Reports menu at the top of the contact screen. The 6 major divisions of reports each have various reports within them which are accessed by first selecting the report division and then selecting a report within that division. Depending upon the report you select, a selection box may appear requesting additional information on the record selection for the selected report (Date ranges, ect...). Once a report has been selected, it will generate to the screen and be displayed in the report window