Reports are good for quickly viewing a view of your Client data without having to perform a full search and export.
- Click the Reports button on the top right of the CRMHaven window.
- Choose a Report from the list. A new window will appear displaying that report.
Options
- Click the Print button to send the Report to your printer.
- Click the Save As button to save the Report as a tab-delimited text file.
- You can click on the column headings to sort the columns or click on the column dividers to resize the columns.
- You can drag the rows to reorder them.
- You can highlight some rows then copy and paste them into a word-processor or spreadsheet.