Grid Reports
Number of Active Clients in a specific year Number of Active Clients older than 65 Client Census as of a specific date
General Topics
Printed Reports
Automated Reports
Specific Reports
Advanced Reporting Features
- Set up a Report to Automatically Generate and Email
- Edit an Automated Report Setup
- Stop a Report From Automatically Sending
Instruction Card and Name Badge Reports
Telephony Instruction Card and Name Badge Reports canWebinars and Training Guides
Custom 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.
General Topics
Custom Reports
Mailing labels use the following paper sizes:
- 30/sheet 1" x 2.63" (Avery 5260) - North America
- 22/sheet 63.5mm x 38.1 mm (Avery L7160) - UK