Reports

Report List

  • Report list shows all available reports with View link to run report.
  • Available reports depend on installed modules.
  • Report criteria listed at the top of the Run Report screen. Red icon indicates a required criteria.
  • Viewing/Printing Options are display on screen, create a pdf and display on screen, save on the system as a pdf or csv file or add any contacts listed on the report to a nominated group.
  • All reports saved to the system can be sent by email as attachments or can be linked to from within emails.
  • Coming Soon - custom report builder.

Run Report

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