Expo Prospect Reports window

From Exposition, select Manage prospect lists, select an exposition, click Load Prospect List, and click Reports/Letters

Report Types

Lists available report types.

Available Reports

Lists available reports for the selected Report Type.

Description

Displays a description of the report you have selected.

Output to

Displays the report destination.

Set Report Destination button

Opens the Report Destination window to select the report destination, such as Printer or Screen.

Options button

Click to display a menu of options available for the selected report. Options are disabled when they are not available for a selected report.

■    Margins - available for Labels Report Types

■    Search Format - available for all Report Types

■    Sort Fields - available for all Report Types

■    Export Format - available for Exports Report Types

■    Additional Fields - available for Labels Report Types

■    Letter Text - available for Letters Report Types

■    Save - available for all Report Types

■    Save As - available for all Report Types

Run button

Click to generate the letter or report you have selected.

To generate a report from the Expo Prospect Reports window

1.  Open the Expo Prospect Reports window:

□    From Exposition, select Manage prospect lists to open the
Manage prospect lists window.

□    Load a prospect list. See To load a prospect list for more.

□    Select a prospect (or prospects) from the Prospect List.

□    Click Select All to select all prospects.

□    Click Reports/Letters.

2.  Select a report type from the list of Report Types.

3.  Select a report from the list of Available Reports.

4.  Click Set Report Destination, and set the report destination.

5.  Click Run to generate the letter.

To create or edit a letter from the Expo Prospect Reports window

1.  Open the Expo Prospect Reports window:

□    From Exposition, select Manage prospect lists to open the
Manage prospect lists window.

□    Load a prospect list. See To load a prospect list for more.

□    Select a prospect (or prospects) from the Prospect List.

□    Click Select All to select all prospects.

□    Click Reports/Letters.

2.  Select Letters from the list of Report Types.

3.  Select a letter from the list of Available Reports.

4.  Click Options, and select Letter Text to open the Letter Text window.

5.  Edit the text of the letter.

6.  To save the edited letter as a new letter, do the following:

□    Click Save as Standard to open the Letter Name window.

□    Enter the name of the new letter.

□    Click Save.

7.  Click Print to generate the letter.