Content Comparison

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

Webinars and Training Guides

Custom Reports

Instruction Card and Name Badge Reports

• Number of Active Clients in a specific year
• Number of Active Clients older than 65
• Client Census as of a specific date 

---

Instruction Card and Mailing Labels Paper Sizes

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