Person reports
To show a custom report based on Person information:
-
Click the
Reportstab in thePersonFolder View.To navigate to the PersonFolder View, refer to Person. -
Use the
dropdownto select a report to show.The system uses the
personIdandnameIdfields in thePersonentity to generate the report. When other value are required, the system opens a dialog so they can be entered. -
Once selected, the report shows after the dropdown.
| The administrator can set which report shows by default. |
Default reports
-
Person financials: Shows a list of amounts owed from and to a
Person. -
Person summary: Shows a summary of
Personinformation including contact information, relationships, future events andCaseinvolvements.