Report Generator Module

Overview

The Report Generator allows users to search through their Optisoft Database using custom search criteria.

This facilitates functions such as creating custom reports, generating mail shots and data cleansing.

Creating a New Report

Creating a report requires the user to work through the tabs from left to right as detailed below.

• Search Tab

• Display Tab

• View Tab

• Output Tab

• Load/Save/Printer Tab.

Creating a Mail-Shot

One of the main features of the Report Generator is the ability to create paper based, or electronic, Mial-Shots. In both cases a predetermined MS Word Template will need to have been written first. Click Form Designer to see how.

Creating a Mail-Shot

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