Using the Reports Center
GoldMine’s report generator organizes data from your contact databases into a report and sends the report to an on-screen display or a selected printer. Select from approximately 200 standard templates provided by GoldMine to meet reporting and printing needs. For special reports, a developer can use GoldMine’s form designer to create custom report templates.
| 1. | Select Go To > Reports > Report Center. The Reports Center Contains several reporting options available within GoldMine. appears. |
| 2. | From the User drop-down list, select (public) to see the standard reports. Select a user if the user created a custom report. |
| 3. | The Report Type tree contains the following report types: |
○ GoldMine Reports: GoldMine Reports.
○ System Reports: GoldMine "Output to printer" reports available from GoldMine local menus.
| 4. | Expand the report type to see a list of reports and sub-categories. |
| 5. | When you expand GoldMine Reports category, the following subcategories display: |
○ Contact Reports displays Contact Listing reports.
○ Calendar Printouts displays Activity List A list of task or event information displayed in a set of tabs. reports.
○ Service Reports displays Case and Service reports.
○ Analysis Reports displays analytical reports.
○ Labels and Envelopes displays templates that print data on special paper sizes.
○ Other Reports displays six special report templates.
| 6. | Select the report to generate. |
NOTE: Depending on the selections made in the Reports Categories area, reports available in the Report Description list vary. Access a local menu for each report. Highlight the report and right-click to view the Reports Center local menu. (Also use the Reports Center toolbar.)
Within the Reports Center, you can work with reports using the following functions:
