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 customized reports. These data points focus primarily on the Contact, Profile, and Personal Info Tabs.
The following topics will be covered:
For information on other Report Wizards, see 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.
Go to Reports > Report Wizards. Choose Contact Report Wizard from the pop-up to launch the Wizard.
Choose from an Existing Report (boxed in red) or choose New Report.
Sections to the right of the screen are numbered.
Section 1: Choose a New or Existing report. Existing reports are listed in the grid.
Section 2: Select your print options. You may choose Portrait, Landscape, or Send to Excel to export your data to an Excel spreadsheet. The Portrait orientation prints up to six columns and the Landscape orientation prints up to eight columns across a page. Any additional columns you select are omitted from the report. However, exporting the report to Excel (Send to Excel) provides unlimited columns.
Section 3: Select or create a rule to filter for the contacts needed for this report.
Section 4: Choose a category for your report and enter a Report Title in the field provided. Additional information about the report can be added to the Report Description box. Report names do not have to be unique, making it possible for you to have two reports with the same name but different settings.
Section 5: Select the fields to be displayed on the report. By double clicking on any data label in the left (Available Fields) Box, it appears in the Selected Fields box on the right side, adding that data field to the report.
The final report will display each data point in the order it appears in the Selected Fields box. To remove a data field from the Selected Fields list, simply double-click on the item in the list. To reorder the Selected Fields box, click on the data point you want to move. Use the arrow buttons to move the field up or down in the list.
Section 6: Select any additional information boxes to capture corresponding data.
Click the Save This Report button circled in red above to save the settings.
Click the Check Results button at the top of the page to see the data output without creating a report.
Click Print Report at the top of the screen to view the report.
To delete the Report, click the Existing Reports button and choose the report to delete from the list boxed in red.
Ensure that the appropriate data shows in the boxes to the right, indicating you have selected the correct report.
Click Delete This Report, circled in red below.
Click Yes to confirm deletion of the selected report. Click No to cancel deletion of the report.