Reports Overview

Productivity Tip

Don't forget that you can now run reports from pretty much anywhere where you have a member list. So the F3 Search Screen, the Query Builder View and so on. In each case you can report on a single selected member, or all of the members in the list. You can then further refine your report by excluding or including members.

Report Overview - read this first

1.	I think there has always been a bit of confusion surrounding what reports actually are.

2.	An E-Broker report is not something you can build yourself - they are of a fixed format and can be quite tricky to build, even for us.

3.	So in a nutshell, an E-Broker report is a fixed format view, of results from a question you ask of the database.

4.	You can run a report against a single member, a family, or the entire database, depending on the question you ask.

5.	Reports such as Member Details and Policy Reports are examples of something you might run for a single member.

6.	Member List, Member Addresses and Birthday reports are something you might run against multiple members, driven by a query.

7.	You can also run a report against various aspects of the Practice - outstanding business, policies issued in a period etc...

Run Report from F3 Search

1.	When you have the list of people you want to report on (by searching in the F3 screen or using more filters) right click

2.	The report options now appear in the menu.

3.	Select either Report on Selected or Report on All.

4.	Here we have selected Report on All.

5.	Click on Personal.

6.	Select the report you want to run the Members against.

7.	The Report Criteria Window opens and you can further refine the list by removing people or adding other people.

Run Report from Query Builder View

1.	Select the Query Builder View, as opposed to the Query Builder area. Tip - the top right button in the Query Builder window toggles between the Query Builder (edit mode) and the Query Builder view (results mode).

2.	Again Right, click and choose your preferred report option.

3.	Click on Personal.

4.	Select the report you want to run the Members against.

5.	The Report Criteria Window opens and you can further refine the list by removing people or adding other people.

Report Criteria

1.	Even when you have selected your base list of Members to report on, after selecting your chosen report, you can further refine your final list in the Report Criteria screen.

2.	Add or remove members using the buttons, or

3.	Simply un-tick the ones you wish to exclude.

4.	Clicking on Add Member take you to a simplified F3 Search Screen for you to locate the member to add.