EventPro User Manual

Company/Contact Reports

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Company/Contact Reports

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Company/Contact Reports

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The Company/Contact Screen contains some reports which you cannot access from the Reports Menu, although they are in the Report Explorer.

1.In the Company/Contact screen, select the companies or contacts for which you want to run a report (hold down the Ctrl key to multi-select) or filter the view so that only the companies or contacts you want included in the report appear in the selection grid.  If you want to include all companies or contacts in the report, you do not have to run a filter or select any companies or contacts.
2.To run the reports, click the Print button in upper section of the Company/Contact screen.
3.In the Run Report dialog, select the report you want to run and click OK.

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4.Under Print Options, choose whether you want to print the report Selected or All (Filtered) companies or contacts. If you are in the Single Company View or Single Contact View, the “selected” company/contact is the one you are viewing currently.   In the List View, the report will print the companies/contacts you selected. All (Filtered) means all of the companies/contacts visible in the tab.  For example, if you set a filter so that only half of your companies are visible, that half will serve as “All” for the purpose of printing the report.  Choose an option and click OK.

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5.You can now choose other options for printing the report. Review the instructions above in Run Reports from Reports Menu for standard printing options.You will not be able to access the Filter button for these reports (as you had the opportunity to filter the companies/contacts in the Company/Contact screen before running the report), but some of these reports will have different options you can choose from.
Click to Expand/Collapse textCompany Snap Shot

At its most basic, displays the Company Name, Code, Cost Center, Address, Sales Rep and Phone/Email/Fax for each company, with page breaks between each company.  You may choose to display additional information.

Under Options, check the boxes if you want to Show Company Notes, Show Contacts, Show Communications, Show Communication Notes, Show Events, Show Actions, Show Action Notes, Show Classifications or Show Enquiries.

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Click to Expand/Collapse textCompany List

Lists all companies, displaying the Address, Categories, Company Code, Sales Rep and Contact Information for each.

Under Contact Information, choose whether you want to Include All Contacts (all contacts for the company will be printed under the right hand Contact Information column) or Exclude All Contacts.
Click to Expand/Collapse textCompany Contact List

Lists all company contacts in alphabetical order by last name.
Click to Expand/Collapse textLabels

Prints one label for each company or company contact, based on a label template you created earlier in Chapter 12: Communications.

To review how to print a label, see Chapter 9: Company/Contact Management, Company/Contact Mail Merge: Labels.

Check the box if you want to Update Communications and choose a Method and Reference. This will add a communication (of the method and reference you choose) to the communication log, noting that the report has been printed.
6.Click OK.  You can now choose to Print, View, Save to File or Email the report, as usual.  Review the instructions under Print Report to Printer, Screen, File or Email for additional assistance.