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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:

  1. Right-click on or hover over the Find menu button, and select Person.
  2. Type in Arthur’s details, and select the Find action button.
  3. Click on the hyperlink of the person you want to report on.
  4. Select the Summary Report action button. The person’s summary details are displayed in an Adobe PDF file.
  1. 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