General Topics
- Using Data Grids
- View People with Missing Information
- Run a (Printed) Report
- Creating Custom Report Watermarks
- Password Protect a Report
Specific Reports
- Reporting List
- Mail Merge
- Required Dates Reports
- FTE (Full Time Equivalent) Utilization Report
Advanced Reporting Features
- Set up a Report to Automatically Generate and Email
- Edit an Automated Report Setup
- Stop a Report From Automatically Sending
- Saved Reports
Instruction Card and Name Badge Reports
Telephony Instruction Card and Name Badge Reports can be printed using two different layouts.
- Small Card 3.5" x 2.165" (Avery 5390)
- Large Card 4" x 3" (Avery 5392)
If you print both reports using the same layout size you can then laminate them back to back.
General Topics
- Using Data Grids
- View People with Missing Information
- Run a PrintedReport
- Creating Custom Report Watermarks
- Password Protect a Report
Specific Reports
- Reporting List
- Mail Merge
- Required Dates Reports
- FTE (Full Time Equivalent) Utilization Report
Advanced Reporting Features
- Set up a Report to Automatically Generate and Email
- Edit an Automated Report Setup
- Stop a Report From Automatically Sending
- Saved Reports
Instruction Card and Name Badge Reports
Telephony Instruction Card and Name Badge Reports can be printed using two different layouts.
- Small Card 3.5" x 2.165" (Avery 5390)
- Large Card 4" x 3" (Avery 5392)
If you print both reports using the same layout size you can then laminate them back to back.
Custom Reports
- Number of Active Clients in a specific year
- Number of Active Clients older than 65
- Client Census as of a specific date