Report

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Select the Report button at the top of the screen.

 

report button

 

The following window will then appear:

 

report button screen

 

From the Available Fields box, select the headings that are required on the report either by clicking a line and selecting the >>> button or by double clicking on the line.

 

The selected heading will move to the Reported Fields box.

 

A heading can be taken off the report by clicking the line once and selecting the <<< button, or by double clicking on it.

 

When all headings have been selected, click the Create Report button.

 

The report can be exported to a spreadsheet by selecting the Export option at the top of the screen.

 

A Customer Record can be viewed from this screen by double clicking on the relevant line.