This menu is accessible from the Other Options Menu.
he Other Options Menu is available by Pressing O (Other Options) on any contact record and using G in the Selection prompt at the bottom of the screen:
Go to reports menu |
G |
You choose an option by placing the corresponding value in the Selection Prompt, Press Enter. These options are further explained as follows:
These initial reports are shipped with the product and the first 3 require active filters to run:
1. Abbreviated Contact List
2. Name and Address Detail
3. Full Contact Detail
4. Pending Activities by Target Usr
5. Activity History by Target
6. Overdue Activities by Target Usr
7. Campaign/Plan Activity Report
8. Campaign Status Summary by Step
9. Run a Query
10. Run Query PHONE.RSP (Display)
11. Run Query PHONE.RSP (Print)
12. Run Query PHONE.USR (Display)
13. Run Query PHONE.USR (Print)
14. Run Query PHONE.HRD (Display)
15. Run Query PHONE.HRD (Print)
Query refers to the use of the IBM Query for iSeries (formerly Query/400) product. Your System Administrator can add your custom query reports to this menu.
Reports 1 through 3 are based on an active filter and will print reports as follows:
Report: |
What happens: |
Abbreviated Contact List |
Prints a report with Company name, Contact name and phone number information by filtered contact record |
Name and Address Detail |
Prints a report with full Company name, Contact name, address and phone number information by filtered contact record |
Full Contact Detail |
Prints a report with all data field information by filtered contact record
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