Reports are good for quickly viewing a view of your Client data without having to perform a full search and export.
- Click the Reports button on the top right of the CRMHaven window.
- Choose a Report from the list. A new window will appear displaying that report.
Options
Click the Print button to send the Report to your printer.
Click the Save As button to save the Report as a tab-delimited text file.
You can click on the column headings to sort the columns or click on the column dividers to resize the columns.
You can drag the rows to reorder them.
You can highlight some rows then copy and paste them into a word-processor or spreadsheet.