Name Reports

Names module reports can be accessed in these reporting areas.

Quick Reports

The Quick Reports button on the Maintain Names screen allows you to quickly print a fax cover, transcript**, or envelope for an individual.

Email module users can send a quick email to the individual.

CRM module users can log a contact.

Set which label to print the address on with the Set Start Label Position.

You also have the option of automatically printing the default report when you click the Quick Reports button. To enable this option, un-check the box Continue to display this screen on the Quick Reports window. To disable the option, select Module > Names > Reset Name Quick Report Defaults.

**Please note, printing a transcript from the Quick Reports area will show all courses the individual has taken. If you want to print a transcript for a subset of courses (e.g. everything they took last semester), you need to run it from the Reports > Registrations > Transcripts area where you can run a query to filter the courses listed.

Reports > Demographics

Quick Reports are individualized reports. To run reports on groups of individuals (e.g. all individuals with a specific subject code), select a report from the Demographic report area. The following list tells you what data is available and what tables you can query in each report area.

Names (with codes)

Data: all Name record information, Firm name and address; Name UDFs
Query Tables: Names, NameUDFs, Firms (name and address only)

Names (with registrations)

Data: course name and begin date, CEUs, hours, grades, fee, money owed, codes, firm information, demographic data
Query Tables: Course (name and begin date), Register (course name and dates, grade/credits awarded), Names (name and contact information)

Mailing Labels

Print mailing labels for marked Name records, or export mailing label information to send to Mailing House.

Data: name, address, title, firm, city, state, zip, email
Query Tables: Names, Firm, Name UDFs, Register, Registration UFDs

CRM Info

If your organization is using the Customer Relationship Management module, you can print CRM reports from this area.

Data: name data, firm data, contact records data
Query Tables: Names, CRM, Register

Credential

You can query and report from the credentials table now.

Data: name, credentials, name UDFS
Query Tables: Names, credentials

Statistics > Names

There are two Name statistical report areas:

Demographic Summary

Performance Sorting