Column reports display information from the current column setup for entries in the current list. You can choose to include information for only the current entry, for selected entries, or for all entries in the list.
Entries are displayed in the order that they appear on the screen using the colors in the current coloring rule.
To print background colors from the coloring rule, you may need to enable background colors in your browser’s print settings.
You can print column reports from the Contact List, Accounts, Campaigns, Client Service, Hotlist, and Knowledge Base.
- From a main page, click View > Column Setup.
- Choose the column setup and select Use Now to load the view.
- Choose a Favorite List of entries to include in the report. Go to View > Favorite Lists
- From the "Show" menu select "All Favorite Lists" or "My Favorite Lists" to locate the list you want to load. From the Available Favorite Lists section, choose the list and click "Retrieve"
- The Favorite List will be displayed on your Maximizer screen
To select the entries to be included in the report, click the checkbox to the left of entries to select the entries to be included in the report.
- Select Report > Column Report.
- The Print Column Report dialog box opens.
- Specify the report details. If selecting multiple entries select the option All entries in the list.
- Under Report Options and Print Options, specify the title and format of the report.
- Click OK.
A new browser opens displaying the content of the report.
- Click Print.
- Specify the printing properties and finish printing the report in your browser.