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Custom Report #008 - Sales Enquiry name, phone & email detail report (#RPTCRC-008)

Last updated:		Applies to:		In industries:		Of versions:		Special contents:
20140217 (Andy)		Pro, MultiUser, MultiSite, MultiView				9.X		n/a

Introduction

This is a Custom Report that is available for purchase here. Once purchased, download the report from the store & follow the instructions below whenever you want to use your new report.

How to use this Custom Report

1. Purchase this Custom Report from our Online Store (the link is included above).
2. After you checkout & pay, the store will automatically email you a link where you can download several files needed to make the report. Download & save these files in a safe place - you will need them each time you want to run this report!
3. Select Reports, then Custom Designed Reports.
4. When the Custom Designed Reports section opens, you will notice a small floating window on the screen with a drop-down box inside it (the drop-down will likely read Facility). Change this drop-down so that it reads Contacts.
5. From the Select menu, choose Select All. If you want your report to display ALL Sales Enquiries (even closed ones), please continue with the next step - otherwise, skip ahead to Step 9.
6. From the Select menu, choose Search.
7. A Search window will appear. Click Load and open the file that you downloaded from the store called 008-salesenquirynamephoneemail_query.4df. The query will load in the top-half of the Search window and you should a line of information here.
8. The query will load in the top-half of the Search window and you should see a line of information here. Click Query to run your query. The data shown on screen will now likely change to reflect the results of your search.
9. Now we need to make a report based on this data. To do so, go to Select, then Create Report.
10. A new Quick Report window will appear. From within this window (NOT the main window in the background), select File, then Open and browse to the other file that you downloaded from the store called 008-salesenquirynamephoneemail_report.4QR.
11. After a few moments, the Quick Report window will adjust to display the pre-built report that you just loaded.
12. Finally, select how you'd like to view or save your report...

    • To preview your report on screen: Select File then Print Preview from the Quick Report window. Use the on-screen buttons provided to cycle through additional pages (if a multi-page report) or to close the preview window.
    • To print your report: Select File, then Generate from the Quick Report window.
    • To generate your report to a Text File (so you can open it in Excel, etc): From the Quick Report window, select File, Destination, then Disk File. Now select File, then Generate from the Quick Report window. You will be prompted to give the exported file a name and to save it somewhere. Do so, then open this text file in Excel to work with it there.

Congratulations - you have now generated your purchased Custom Report. To run this report again in future, follow the instructions above from Step 3 onwards & ensure you keep the files that you downloaded from the Online Store in a safe place as you'll need them each time you want to run this report!