Reports

 

The reports screen is used to print standard reports of single client or multiple client.

 

First, choose a report type on the left. client will tell you a little about the type of report, and the specific paper type if applicable.

 

After a report type is chosen, you can choose to print only one affiliate (click ) or print multiple client (click ).

 

To print those client currently being viewed, choose .

 

You may also choose a date range.

 

If you want to combine the date range functionality with your current found set, click .

 

You may preview your print-outs if you wish.

 

You can even print Business Cards, Rolodex Cards, Envelopes and Letterheads.

 

Additionally, there is a Special User Selectable Fields report that lets you choose the fields and Sort order the fields will be printed or Previewed.