For quick access to many useful client reports, the Contact Toolbar provides a one-click solution with the Reports button. This button provides reports with basic contact information, Financial and Asset breakdown, and Billing reports.
- Go to the appropriate contact record and click the Reports icon.
- The Client Reports screen is displayed. Choose the reports to include in the batch by selecting the available checkboxes. You may also use the Select All button on any column to include the entire column.
- Make sure that the Start and End dates (circled in blue below) reflect the time frame desired. When the time frame is accurate, click on the Print Selected Reports button.
When Junxure generates the report, a new window similar to the one below will open. To see how to print this report, please see Notes on Printing Junxure Reports.
Click on Close to close out the report.
Junxure will print comprehensive reports for the current client or using a Rule (see Rules Builder) for multiple clients. These reports cannot be broken down into their composite parts like the reports above.
Choose to run on a single client or multiple clients by rule. Click on the items to display on the report. Click the Print Comprehensive Report button to produce reports.
Reports List: Last Contact Report
The Last Contact Report allows you to report (by rule or globally) the last contact date for any or all types of contact. This report can be run for any time period. Please see Rule Builders for more details on how to create and edit rules. Choose ...
Reports List: Contact Profitability Report
The Contact Profitability Report is useful in reporting on business metrics information. This report is only effective if billing and expenses are stored in Junxure. See Billable Time for more information. Choose Contact Profitability Report from the ...
Report Wizards: Contact Report Wizard
Junxure allows you to customize reports for Contacts, Actions, Accounts, Opportunities, and Insurance information using Report Wizards. The Contact Report Wizard enables you to use many of the contact record data fields in Junxure to create ...
Reports: Associates Report
The Associates Report lists all associates of clients. Associates are those connected to the contact such as friends, business partners, or family members that currently have a Junxure record. Associates must have ClientView Live checked in ...
Reports List: Global Associates Report
The Global Associates Report provides a list showing all contacts with connections listed on the Associates Tab. Associates are contacts associated with other contacts, including friends, family and business connections. Choose Global Associates ...