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Running Custom Reports.

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asked by about BytePro
edited by

I am trying to run a report to get my clients emails, phone numbers, and interest rates so that I can contact them for news about refinancing. Can I do this in a single report or do I need to go into each file and get this information?

1 Answer

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answered by (309k points)

With the release of version 5.2 the software uses a Custom Reports module that allows you to generate all sort of reports with custom field. If you have the files stored in a single database, then you have to create the custom report or configure it to take common fields from the database. All the files need to be opened before doing this.

For additional help, go to Help > Contents and search for Custom Reports.

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