Notes on Printing Junxure Reports
Click on Print Report when you are ready to print your report.
When Junxure generates the report, a new window similar to the one below will open. Junxure provides tools to View, Edit, or send the data to other file formats or as well as sending the report directly to your printer.
To add personal comments or explanations to any report, use the Add Comments tool to the far right. Choose the shape for your callout, then drag and drop this shape from the menu on to the report. Right click on the shape, and choose "Properties". Add your text into the field next to the "text" marker.
Once you are satisfied with the report, click on Print at the top of the Toolbar.
Click Close to close the report.
Actions Management: Print Activity by Virtual Work Partner
Actions Management has two reports to track the progress of pending actions assigned to Virtual Work Partners (VWP). The Print Activity By Virtual Work Partner gives you the option to display all pending actions for each VWP or for a selected VWP. In ...
Contact Toolbar Reports
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 ...
Reports List: FMA Worksheet
This report generates a blank Financial Management Assessment Worksheet. See Financial Planning Tab - FMA Overview for more information on using this tool. Choose FMA Worksheet from the Reports > Reports List > General menu. This will launch the WMA ...
Reports List: Phone List
The Phone List prints two types of lists: primary telephone numbers, addresses and email addresses or all telephone numbers, addresses and email addresses. Rules can be applied to the list to produce the report on a select group of contacts. Data ...
Formatting Action Notes
Junxure allows formatting of text within the Action notes. Action Notes are fields that are located in the center of the Action Detail screen and are used for storing details about a client and follow up items if applicable, that are related to the ...