Report Generator Module

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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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