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Standard Reports

Article ID: 770
Last updated: 07 Mar, 2010

Standard Reports

The Standard Reports page includes many frequently used standard-summary reports about the contact management information stored in yourdatabase.  To select a report, go to Reports, Standard Reports. Then, select the report that you wish to view and click Generate.

 

Many of these reports will be generated in a Crystal Reports window.  You must have the Crystal Reports Viewer downloaded and installed on your computer.  If you have not done this already, download Crystal Reports Viewer here.

 

Once the report appears on your computer screen, you have the option to send it to your printer by clicking the Printer Icon in the top left corner of the report screen, or to Export to Microsoft Word or Text File by clicking the appropriate button.

 

Below is a brief description of the usage and results of each type of Standard Report.

 

 

Code Usage

Clicking the View button will generate a summary report of your codes, code descriptions and the number of records in the database where that code has been used.

 

Communication Summary Report

Enter a date range and select a user, then click View to generate a report of the number of each communication types used by the selected user within the specified date range.

 

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Article ID: 770
Last updated: 07 Mar, 2010
Revision: 1
Views: 420
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