| □ | The Reminders Report may be printed: |
| a. | By Clicking the Print button on the Reminders Form. |
| c. | On the Reports Menu by Choosing the Reminders option where many reporting options are provided (see the "Reminders Reports lists Reminders based on the Options Chosen" section below). |
| • | The Reminders Reports lists the Reminders based on the Options Chosen. |
| • | To open the Reminders Report dialog, from the Main Menu Select Reports and Choose Reminders. |
| □ | Reminders Reports tabs - There are three tabs on the Referrals dialog. |
| • | Options - Initially only the Options tab is shown (until you Choose your Options and Select Print). |
Reminders Report - Options tab
| • | Reminder Status - Click the button to Choose which Reminders are to be listed, based on their Status: |
| ▪ | Open - The default, lists only those Reminders that have not been Closed. |
| ▪ | Closed - Lists only those Reminders that are Closed. |
| ▪ | All - Lists every Reminder, regardless of its Status. |
| • | Target Type - Choose what Reminder records are to be listed. |
| ▪ | All - By default, all of the Subscriber and Prospect Reminder records will be included. |
| o | You may use the Drop-Down Selection List to Choose Subscribers, or Prospects, instead. |
| ▪ | One - If either Subscribers, or Prospects was your choice above (as opposed to All), you may further limit the Reminders to be included to those for a specific Subscriber (or Prospect). |
| ▪ | Search - If One is Chosen, a Search dialog will be displayed to allow you to locate the desired Subscriber (or Prospect). |
| • | Order By - Choose the Order in which these Reminder records will be listed. |
| ▪ | Select the Order using the Drop-Down Selection List provided. |
| o | Employee - Each Employee with a Reminder record that matches the Status and Date Range specified, will be listed, then within that Employee's section their Reminders will be listed in alphabetical Order based on the Prospect's or Subscriber's Name. |
| o | Customer - If Customer is selected, all Prospects, and/or Subscribers Reminders will be listed in alphabetical order based on the Prospect's or Subscriber's Name. |
| o | Reminder Type - Each Reminder Type with a Reminder record that matches the Status and Date Range specified, will be listed, then within each Reminder Type, the Customers will be listed in alphabetical order. |
| ▪ | All - By default, all of the Reminder records will be included. |
| o | If Customer is chosen, All Customers will be listed (or just Subscribers, or just Prospects, based on the Target Type selected above). |
| o | You may use the Drop-Down Selection List to Choose to list only those Reminder records that are for an Employee or were assigned a specific Reminder Type, instead. |
| ▪ | Search - If One is Chosen, a Search dialog will be displayed to allow you to locate the desired Employee or Reminder Type. |
| • | Report Period - By default, the Date Range offered is Today plus a Week. |
| ▪ | From - If required, use the Drop-Down Date Selection Box to Select a different starting date. |
| ▪ | To - If required, use the Drop-Down Date Selection Box to Select a different ending date. |
| • | Print - Click the Print button  to Preview and optionally Print (to a File or a Printer) the selected Reminders. |
| • | Preview - The Preview tab presents the report which resulted from the Options you've selected. |
| • | Up Arrow/Down Arrow - hi - Moves the report one line up, or one line line down, respectively. |
| • | Page Up/Page Down - Moves the report to the previous or next page, respectively. |
Reminders Report - Preview tab
| • | 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 Reminders Report. |
| • | Email - Click the Email button  to send the Report to an Email Address of your choosing. |
| • | 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. |
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| • | Data View - This view provides a tabular (spreadsheet style) presentation of the selected data. |
Reminders Report - Data View tab
| • | 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. |
