Reports, Client,
List Records
The
default report will list one line for each of the records in the selected
address set. On the “Print Options” dialogue…
- Ensure that the option
for “Print Preview” on the “Print Options” dialogue is ticked
- Click “OK”
- You should now have a
preview of the list on your screen
- Click the “Printer”
button, a little way in from the top left of the screen, to get a printed
copy
Now
repeat the above, but this time check the options available on the “Print
Options” dialogue via the drop-down called “Print entries”. You will see that
you can print the following…
- All entries (using one
or two lines per entry)
- A range of entries
(using one or two lines per entry)
- All records with their
mailshot marker set to “Y” (using one or two lines per entry – see Mail Shot, New)
- All records with their
mailshot marker set to “N” (using one or two lines per entry – see Mail Shot, New)
Also
note that you can use the tick-boxes in “Include address sets” to select which
address sets should be printed.
Printing
By Occupation, Date of Birth, Etc.
For
example, to list all doctors in the “Individual Clients” address set…
- Use the “Print entries”
dropdown to select “Within a range – single line”
- Select “Occupation”
from the “Order by” dropdown
- Enter “DOCTOR” in the
“Print from” field
- Enter “DOCTORZ” in the
“Print to” field
- Click “OK”
- Click the “Printer”
button, on the print preview screen, to get a printed copy
N.B.
To work with a selection of records you may first have to set the mailshot
markers (see Clients,
Scrolling & Flat Views for manual selection. See Mail Shot, Bulk
Selection of Clients for automated selection).