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The Reports Wizard allows you to narrow down your database using a series of filters and then create tables or statistics based on the records that passed through that filter. When you filter the database you can search on any of the fields and conversation notes, so for example you can isolate all the contacts living in Scotland who have called within the last three months, and where the conversation included the word sporran. The Template Report is a powerful feature that allows you to produce statistics based on which template buttons have been used. This can help you to recognise trends and to find out what the most common repsonses are to your phonecalls. You can also create a Virtual Folder holding all the contacts that passed through the filter, so that you can concentrate on just a small part of the database. Remember always that you may be able to find informatiion more quickly with Flash Reports if your search criteria only involve indexed fields. A Flash Report will create a Virtual Folder that you can use as the source in this Wizard, and you can then run your report on event criteria within those folders by using the main Report or MailMerge Wizards. The Reports Wizard uses the same powerful engine as the MailMerge Wizard, in fact you can save the filter set-ups in one Wizard and use them in the other. Use the MailMerge Wizard rather than the Reports Wizard if you want to produce letters, faxes or e-mails, or export the database. |
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Tip Always try out your filters on a small selection of the database first before applying them to the whole database. It can take a while to process your request if you have a large database. | ||
Click the Next button to start the Wizard. |