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Clearing a date
You can clear a date by deleting the contents of the box. A cleared box does not count as a date, and does not restrict the range of the other date.
Note: The To and From boxes are active if you select a valid database and you select a report type that requires you to define a Report Period.
Selecting employees and customers for the report
Some types of reports, especially those that concern call data, let you select sets of employees, customers, or both. The information for the set you select is summarized in the report. Reports have categories that are appropriate to the type of report that you chose. If your report type does not need or allow these selections, the Employees and Customers options are unavailable.
To select employees or customers:
1Click either the Employees or Customers option.
The Employee or Customer Record Selection dialog box appears.
Note: The first time you click one of these options after you connect to a database, there is a pause while Reports builds the directory. After Reports builds the directory, if you click an option, there is a pause while Reports opens the dialog box. If a directory is large, the pause can be several seconds long. After the pause, the Selection dialog box appears.
2The Selection dialog box contains a list of Employees or Customers. The list of Customers has a single column that lists the Customer’s Company Name. The list of Employees has several columns that list the employee’s last, first and middle names, and telephone extension. You can resize the columns by dragging the column header edges in the bar at the top of the list.
3You can choose either a single item or multiple items. Items that you select appear with a blue background behind their boxes. Choose a single item by clicking it. Choose multiple items by pressing the Control key while you click the items you want. You can select up to 100 items from the list. If you require more than 100 items, create several reports with different selection lists, or click the All button.
4Click the OK button.
The Customer or Employee Record Selection dialog box closes and the Selection list box displays the items you selected from the dialog box.
Create Report button
When you have entered all the data needed to create a report, the Create Report button is available.
