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  • Make Your Own Report

    Basic Functionality:

    • You decide:
      • what fields show on the report
      • how you want the report sorted
      • how you want to group the data
      • how you want to see it:
        • Print it to your printer
        • Save it as a Adobe Acrobat file (pdf)
        • Export it to Microsoft Excel
        • Export it to HTML, text, or Microsoft Word.
    • You can even decide to use those results to send statements or form letters to those customers.

    Key Benefits:

    • Create reports yourself in just minutes.
    • Get exactly the data you want when you want it. 
    • Run Batch Updates - Once you have created a report and you find a field you want to change, you can run the batch update feature to change that field on only the accounts selected in your report.
    • Once you create a report, you can save that report and then retrieve it at a later time.

    Software typically gives you too much data or not enough.  Either way, you are wasting a lot of time trying to get to the data that you actually need.  Using 'Make Your Own Report', guarantees you'll get exactly the data you need in minutes.

    Do I Need to Create My Own Reports?

    No.  Definitely notIgnite has over 600 different reports built in.  With its powerful report criteria screens, each of those 600 reports can be narrowed down to display exactly the data you want.

     

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