Reminders report
This report displays a schedule for contacting specific people and companies within a period. It also contains totals of elapsed time since you last contacted them.
Report details
Filters
General
:
Cards: All/Selected
Advanced
:
Reminder Type
Dated: From/To
Identifiers
Sorted by
Card (Alphabetical), then by
Reminder Date (descending)
Subtotals / Totals
Subtotal:
Time
More Report Fields (not preselected)
Contact
Address 1 Phone # 1
Custom List # 1, 2, 3
Custom Field # 1, 2, 3
Finishing Choices
Separate Pages
Add to Reports Menu
Prevent Data Changes During Report Generation
Include Company Name
Include Company Address
Include Report Date and Time
View transaction source
Click
Name
or
Type
to open the
Reminders
window.
Click
Date
,
Time
,
Reminder
or
Notes
to open the
Reminders
window.
View sample
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