Setting Report Properties, Options Tab

The Options tab determines what type of information displays in the report, similar to a filter applied internally to the report. Available options depend on the selected report category. Contacts, Analysis, and Labels and Envelopes display one set of Options, while the Calendar displays another.

1.

At the Report Center, select a report and click Report Properties on the Reports Center Contains several reporting options available within GoldMine. toolbar.

2.

At the Reports Properties dialog box, click the Options tab.

You can also select the Options button on the Report Center toolbar.

3.

In the History Data area, select the activity types to be included in the report and complete these fields:

○ User. At the drop-down list, select (all) or select the individual user of the report.

○ Date. Type or click the drop-down arrow and select the beginning date from the F2 Graphical Calendar. This is the first date you want the report data to reflect.

○ To. Type or click the drop-down arrow and select the end date from the F2 Graphical Calendar. This is the last date you want the report data to reflect.

○ Actv. Type the Activity Code assigned to the completed activities.

○ Result. Type the Result Code assigned to the completed activities.This is a completion code to categorize the outcome of activities.You can use result codes to analyze specific completed activities.

4.

In the Calendar Data area, select the activity types to be included in the report and complete these fields:

○ User. At the drop-down list, select (all) or select the individual user of the report.

○ Date. Type or click the drop-down arrow and select the beginning date from the F2 Graphical Calendar. This is the first date you want the report data to reflect.

○ To. Type or click the drop-down arrow and select the end date from the F2 Graphical Calendar. This is the last date you want the report data to reflect.

○ Actv. Type the Activity Code assigned to the completed activities

5.

In the Linked Data area, select the linked data to be included in the report. The selections are: Other Contacts, Document Links, Details, Referrals, and Organizations.