Example: Person Summary Report
You’re off to meet Arthur Browne from Design Right, and want a quick one pager on all recent activities and key contact details. To run the report:
- Right-click on or hover over the Find menu button, and select Person.
- Type in Arthur’s details, and select the Find action button.
- Click on the hyperlink of the person you want to report on.
- Select the Summary Report action button. The person’s summary details are displayed in an Adobe PDF file.
- Select the Print icon to print this out and take with you to the meeting.
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See Also:
Example: Company List by Segment (List)
Example: Activities Logged Report by User (Cross Tab)
Example: Opportunity Closing History (Historical)
Example: Exporting a Company List from a Search List
Saving Report Search Criteria
Changing the Report Display Options