Printing Reports

Select and print an existing report by one of the following ways:

■ Selecting File > Print a Report. The Print Report dialog box appears.

■ Selecting Go To > Reports > Report Center. The Reports Center Contains several reporting options available within GoldMine. dialog box appears. Select the report to print and click Print on the Reports Center toolbar. The Print Report dialog box appears.

■ From the Calendar, click Print on the Calendar toolbar. The Print Report dialog appears.

1.

In the Print Report dialog box, select the report Type in the drop-down list. Select GoldMine.

2.

In the Category drop-down list, select the report category to select from:

○ Contact Reports

○ Calendar Reports

○ Service Reports

○ Analysis Reports

○ Labels and Envelopes

○ Other Reports

3.

In the User drop-down list, select the owning user of the report to print. If it is a public report, select (public) in the drop-down list.

4.

In the Report drop-down list, select the report name.

5.

Determine the contacts against which the report is run:

○ Current Contact Only: Prints the report based on the active Contact Record Standard unit of information in GoldMine that incorporates information, such as: name, company, phone, and address. It serves as the basis for all scheduled work, and acts as the central link between GoldMine’s Calendar and History by maintaining all past and pending events, related to the individual contact records in the GoldMine database..

○ All contacts in the following filter or group: Selects ALL Contact Records to generate the report for the entire database (this can be time consuming), or select a predefined filter or group.

6.

In the Print Report Output To area, select from:

○ Window: Generates the report and displays data in a report Preview window.

○ Printer: Generates the report and sends it to your designated printer.

7.

Click OK to generate the report.