| □ | The Prospect Information report provides two Formats (Full Information and Short List), and options to expand the data presented, and to limit which Prospect(s) will be listed by using a Prospect Filter. |
| • | There are two ways to access the Prospect Information report dialog: |
| 1. | To View or Print information for a specific Prospect: |
Click the Search and locate the specific Prospect whose information is to be reported.
| ▪ | Click the Reports Icon and Choose the Prospect Information option. |
| ▪ | The Prospect's Name will appear in the Form's Title. |
| ▪ | See "Prospect Information Report tabs" below for more information. |
Prospect Information Report - Options tab
| ▪ | Options - Initially only the Options tab is shown (until you make your Options selections and Select Print). |
Prospect Information Report - Options
| o | The Filter option (note the mouse pointer in the illustration above) is not available when the Prospect Information Report is selected using the Prospect Form's Reports Icon. |
| 2. | To View or Print information for all, or a selected group of Prospects: |
| ▪ | From the Main Menu, Select Reports, Choose Prospect & Proposal and then Click Prospect Information. |
| ▪ | See the "Prospect Information Report tabs" section immediately below for more information. |
| □ | Prospect Information Report tabs - There are three tabs on the Prospect Information report dialog. |
| • | Options - Initially only the Options tab is shown (until you make your Options selections and Select Print). |
| • | If this Prospect Information Report was selected from the Prospect Form's Reports Icon (refer to the illustration above): |
| ▪ | Report Type - By default the Full Information option will be selected. |
Report Type - Full Information option
| o | Accept this selection or Choose the Short List format, if desired. |
| o | If the Short List Report Type option was chosen, the Show on Report information (see below) cannot be included. |
| ▪ | Print Address on Short List - If the Short List format is selected, Check this box to have this Prospect's address information included. |
| ▪ | Show on Report - By default (assuming that the Full Information Report Type option was selected), All options will be Checked (i.e., the Proposals, Calls, Appointments and Comments) will be included for each Prospect, |
All Show on Report options Checked
| o | Un-Click any of these if that data type is to be excluded from the report. |
| ▪ | Filter - Unnecessary because only the currently selected Prospect information will be printed. |
| • | If this Prospect Information Report was selected from the Reports Menu by Choosing Prospect & Proposal and Clicking Prospect Information: |
| ▪ | Report Type - Select the required report format: |
Report Type - Full Information option
| o | Full Information - By default the Full Information option will be selected. |
| o | Short List - Click this button to view a simple list of the existing Prospects. |
Report Type - Short List option
| o | Print Address on Short List - If the Short List format is selected, Check this box to have each Prospects' address information included. |
| ▪ | Filter - Using the Drop-Down Selection List provided, Choose a Prospect Filter to limit which Prospects are included on this report, if appropriate. |
| ▪ | Show on Report - By default (assuming that the Full Information Report Type option was selected), All options will be Checked (i.e., the Proposals, Calls, Appointments and Comments) will be included for each Prospect, |
All Show on Report options Checked
| o | Un-Click any of these if that data type is to be excluded from the report. |
| o | If the Short List Report Type option was chosen, this Show on Report information cannot be included. |
| • | Print - In either case, Click the Print button  to Preview and optionally Print (to a File or a Printer) this Prospect Information Report. |
| ► | Note: See the Custom Report Formats chapter to learn how to modify the format of the Prospect Information Report. |
| • | Preview - The Preview tab presents the report which resulted from the Options you've selected. |
Prospect Information Report - Preview tab
| • | While Previewing the Prospect Information Report: |
| ▪ | Click on the Proposal Number, shown Underlined in Blue (9986 in the illustration above) to open both the Prospect Information Form and the related Proposal Form. |
| • | Home -  - Using either the screen or your Keyboard's Home key, moves the report to the top of the first page. |
| • | End -  - Using either the screen or your Keyboard's End key, moves the report to the bottom of the last page. |
| • | Arrows - The arrows allow you to move back and forth, from page to page. |
| • | Number - Indicates the page number you are viewing. |
| ▪ | You may also type in a specific page number, Press 8 Enter and that page will be displayed immediately. |
| ▪ | If you enter an invalid page number, it will be ignored. |
| • | Fit To Page - Click the first button after the arrows to size a full page of the report to fit the screen. |
| • | Zoom To 100% - Click the second button after the arrows to display the page at 100% (of the printed view). |
| • | Fit To Page Width - Click the third button after the arrows to size the page of the report to fit the full width of the screen. |
| • | Zoom To Percentage - Click the fourth button after the arrows to re-size the page of the report by percentage. |
| ▪ | When you Click the Zoom To Percentage button, the Percentage selector will be displayed. |
| ▪ | You may then Click the Up or Down ‚ arrow to set the exact amount of Zoom you want. |
| • | Print - Click the Print button to Print (to a File or a Printer)  the displayed Prospect Information Report. |
| • | Email - Click the Email button to open Outlook® and email this report to an address you specify. |
| • | To Exit the Preview tab and Close this Report dialog Form, Click the Close button x on the right at the top of the Preview tab. |
| • | Data View - This view provides a tabular (spreadsheet style) presentation of the selected data. |
Prospect Information Report Data View
| • | Arrows - Click the arrows to move through the record. |
| • | Export - Exporting the data from this Data View tab (note the "fly-over" help available on these buttons): |
| ▪ | Export to CSV - Click the first button after the arrows to export the data to a Comma Separated Values (CSV) file format. |
| ▪ | Export To Excel - Click the second button after the arrows to export the data to an Excel (.xls) file format. |
| ▪ | Export To Html - Click the third button after the arrows to export the data to an HTML formatted file. |
| • | To Exit the Data View tab and Close this Report dialog Form, Click the Close button x on the right at the top of the Data View tab. |
