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1. Build and run your report

2. View report results in a grid or map

The report results are shown in a grid, grids allow you to:

Click a column heading to sort by that column
Click and drag a column heading to change the column order
Click to the right of the column to show a filter icon (shown below) - click the icon for options to search, filter or group by that column
The options offered depend on the type of data being shown in the column
Right-click the column heading for options to add extra columns to the grid, export to Excel and save the grid layout
Double-click an entry to open the record

On property reports:

The Map button switches the results to map view and plots the report results on a map

3. Use print options

The Print button on a report results grid provides various options, including being able to export the results to Microsoft Excel

The options shown depend on the type of report you have run

From the report results grid:

Print options

Options such as: Letters, With Pictures, Summary, Detailed allow reports to be produced using in-built templates which could be for internal or external distribution

Export options

The Export options offered may include:
- MS Excel allows the results to be exported to an Excel spreadsheet (or as an XML file)
- E-mail allows the associated contacts to be e-mailed, a list of the email addresses can also be generated, plus templates can be used (where available)
- Look-up list copies the results to the property/applicant lookup list
  This list is accessed by clicking the Property/Applicant main menu option and then Property/Applicant Look-up List option - the copied list is shown to the left of the property/applicant screen, allowing each record in the list to be viewed and worked on

To log the action taken in the print screen in the associated contact journals:

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