Documents/Quick Reports

Creating a Quick Report

• Different Report Types
• How to decide which Report Type to use

Selection Screen

• How and when to use the various options
• Criteria, Include

Sort Fields

Results Screen

• Explanation of the various buttons etc. Text, Edit Record, View documents etc.
• Merging with Documents

Criteria Print

What to do with the selected list

• Excel Spreadsheet
• Mailing – by letter
               by email
               by Text
• Name and Address labels
• Student Cards