Report Wizards Overview
Junxure provides Report Wizards to create customized reports with data from the Contact Tab (primarily Profile, Personal Info, and Contact Info Tabs) Actions, Accounts/Assets, Opportunities, and Insurance Tabs.
For information on other Report Wizards, see Contact Report Wizard, Account Report Wizard, Action Report Wizard, Opportunity Report Wizard, and Insurance Report Wizard. For information on pre-made reports in Junxure, see Reports Menu Overview.
To access the Report Wizards, go to Reports > Report Wizards. Choose the appropriate Report Wizard to launch the wizard.
A screen similar to the one below opens. See the links above for more information on using each of these wizards.
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