SI Lead Manager v7

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Reporting – Overview of Reporting Tab

Version of SILM

7.0 and higher

About

This video will show you an overview of the Reporting Tab, explaining each area and how to use it.

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There are 3 main parts to the reporting tab that will help you manage your reports

The Grid – This is where all your reports, letters and envelope templates will show up.  It shows 3 fields of data for each report (Name, Description and Type).

Filter Menu – The filter menu button will let you decide which type of report templates you want to see in the grid. You can choose which Report Type (Letter, Report, Envelope) to display.  These settings will be saved between sessions.

Action Menu – Use this menu to Print Preview, Edit Report, Edit Report Properties and Delete the Report Template.

How To Video

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