Contact - Cover Sheet Report

With the Contact - Cover Sheet report, you can print cover sheets to send to one or more of your contacts. To print the report from the contact card, in the Contact Card window, click Functions, Print Cover Sheet.

If you want to include more information, you can select additional fields to be included in the report. To do this, in the Field field, press F3, click the AssistButton and then select the relevant field(s). You can set filters on any of the fields. If you do not set any filters, the report will include all your records.

To print the report, click the Print button. To see the report on screen, click Preview. If you want to save your report and print it later, click Cancel (the program automatically saves your report).

To filter the information in the report, in the Filter field, fill in the relevant information as follows:

Contact tab

No. field: Enter the numbers of the contacts you want to include in the report. If you leave this field empty, the report will include all your contacts.

Name field: Enter the name of the contacts you want to include in the report.

Salesperson Code field: Enter a salesperson code if you want the report only to include contacts assigned to that particular salesperson/purchaser.

Click the up-arrow in the lower left-hand corner of the window to see the table with the result of the filters you have set for the report.

Options tab

Text field: Enter the text you want to include on the cover sheet.

Marks field: Click to insert a check mark in the field(s) with the relevant comment(s). You can also enter your own comment.

Related Topics

Entering Criteria in Filters