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Reports: Client reports: clients
Reports produce a listing of the information chosen for each of the clients / people chosen. Client reports can produce, for example, an address list for supporters in a Diocese
| Enter RR5 in normal
way
Click on Reports |
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| Click Client
Reports
Click on Clients in a Category in the Which Report drop down list.- The screen below appears: |
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Here you choose from a Category Header and a Category Name.
The Category Name list presented for each Category Header allows you to
refine the Category Header.
e.g.1 Choose Diocese (Churches) in Category Header. Under Category Name you now choose which diocese. The report is then based on the churches in that diocese. e.g.2 Choose Diocese (Member) (This means people, not Crosslinks member) in Category Header. Under Category Name you now choose which diocese. The report is then based on the people in that diocese. (Not yet working) Click on Accept Criteria |
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Which Clients drop down list allows
you to choose All clients (default) or selected clients
(i.e. only the ones in your current
selection
RefNo from... Make sure this range is wide enough - it over-rides what you chose above in Which Clients. To make sure you are checking the whole database set it to B00000 to B99999 Include Deceased? Drop down box allows selection, default is not to include dead people Name Priority |
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| Additional Data allows selection of additional data for inclusion in report: |
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Report Title is completed by RR - you
can overtype if you wish
Report sequence - the drop down box allows you to choose what order the report will be presented in |
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| Report style allows various options |  |