Other Reports

This Help File Page was last Modified on 04/27/2017

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Other Reports

This Help File Page was last Modified on 04/27/2017

Subscriber Listing - The Subscriber Listing dialog may appear simple, but it actually contains several powerful features that will serve you well as you get to better understand its many uses.

The basic purpose is to create a List of Subscribers that may viewed or printed (to paper or a file) at will.

In its more advance format, it provides several tools to help you manage your database, discover potentially lost revenues, and create customized lists based on your own specifications.

See the generic discussion of the Print Special Filters dialog - which is available on the Subscriber Listing (and other reports) - is also provided.

 

Calls Report - The Calls Report provides a detailed listing of the documented Calls information

The Calls dialog is used to enter the time, date, comments and results of Account related Calls to Subscribers, as well as Calls to Prospects - both Incoming and Outgoing.

The Calls Report may be filtered in many ways to customize what Calls information is actually included.

See the generic discussion of the Advanced Search dialog - which is available on the Calls Report if you Select Call Type and/or the Select Employee Option is selected.

 

Labels - Even with email, faxes, cell phones and the (real) telephone (and don't forget Facebook® and Instagram® ), from time to time, we still have to actually mail things to our Subscribers.

The purpose is usually to create mailing Labels for (a selected set of one or more) Subscribers.

In its more advance format, it provides several tools to help create customized label sets based on your own contact requirements.

 

Referrals Report - The Referrals Report will list those Subscribers, Prospects, or both who have referred another Prospect to your Company.