Name Reports

Names module reports can be accessed in these reporting areas.

Quick Reports

The Quick Reports button on the Maintain Names screen allows you to quickly print a fax cover, transcript, or envelope for an individual.

• Send a quick email to the individual.
• Log a CRM contact.
• If printing a label, set the Start Label Position.

You also have the option of automatically printing the default report when you click the Quick Reports button. To enable this option, un-check the box Continue to display this screen on the Quick Reports window. To disable the option, select Module > Names > Reset Name Quick Report Defaults.

*Printing a transcript from the Quick Reports area will show all courses the individual has taken. If you want to print a transcript for a subset of courses, you need to run it from the Reports > Registrations > Transcripts area where you can run a query to filter the courses listed.

Reports > Demographics

Quick Reports are individualized reports. To run reports on groups of individuals (e.g. all individuals with a specific subject code), select a report from the Demographic report area. The following list tells you what data is available and what tables you can query in each report area.

Names (with codes)

• Data: all Name record information, Firm name and address; Name UDFs
• Query Tables:  Names, NameUDFs, Firms (name and address only)

Names (with registrations)

• Data:  course name and begin date, CEUs, hours, grades, fee, money owed, codes, firm information, demographic data
• Query Tables:  Course (name and begin date), Register (course name and dates, grade/credits awarded), Names (name and contact information)

Mailing Labels

• Data:  name, address, title, firm, city, state, zip, email
• Query Tables:  Names, Firm, Name UDFs, Register, Registration UFDs

CRM Info

Print CRM reports from this area:

• Data:  name data, firm data, contact records data
• Query Tables:  Names, CRM, Register

Credential

You can query and report from the credentials table now.

• Data:  name, credentials, name UDFS
• Query Tables:  Names, credentials

Statistics > Names

There are two Name statistical report areas:

• Demographic Summary
• Performance Sorting