Report on Journals

Sometimes you may want to print out a range of Journals. You might be having a 'stoush' with a client and need some history, and we have at least one broker who still demands his staff maintain a paper file on a client.

Previously in Version 4.0, you could report on Journals by selecting a range and then choosing the report option in the right hand margin.

This has now moved to the Reports Section.

Report on Journals

1.	Click on Report

2.	Select Personal

3.	Select Member Journals

4.	Adjust the Start and End dates

5.	Click Create

6.	Use the Print or Export buttons as required (you can export as PDF, Excel or Word).