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- Profiles Tab: Currently unavailable.
- Reports Tab: Used to select the required report. Specific criteria may be entered for a selected report.
Report Criteria Dialog - Client Criteria Tab
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Tip: Multiple criteria selections can be made. If no ticks are present, the entire database will be searched.
Report Criteria Dialog - Document Criteria Tab
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Tip: Multiple criteria selections can be made. If no ticks are present, the entire database will be searched.
Report Criteria Dialog - Group Tab
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Example: If House Type grouping is selected, the printed report will display all records by house type.
Report Criteria Dialog - Sort Tab
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Example: A user may wish to sort the report records based on an alphabetical ordering of the client name.
Report Criteria Dialog - Advanced Tab
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Example: If a standard leads management report is being run to determine all of the leads in Framework Sales Advice Management for a single salesperson, this can be reflected in the report by updating the Type, Title, and Description fields.
