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Jim2® Business Engine Help File

Navigation: Jim2 Functions > CardFiles

CardFile Reports

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CardFile List Reports

cardfile list reports




CardFile List

This will produce a full card file list report, showing everything in the card file list.


cf list report

CardFile List - Inactive Customers

This will produce a report of all inactive customers.

CardFile List Contact Details

This will produce a spreadsheet with all card file contact details.

CardFile List Contact Export

This will produce a spreadsheet with contact information (including card code, first name, surname, display name and email address) based on choices below:


export contact info

CardFile List Export

Jim Import Format: produces a spreadsheet in the Jim2 import format, perhaps for editing and re-importing.

XML/XML,CSV: produces a spreadsheet in XML and or CSV format.

CardFile List Monthly Sales

Produces a list of card files showing monthly sales by card file.

Email from CardFile List

This allows you to send emails to a group of card files. See Bulk Email from a List for more information.

Mailing Label

This will produce mailing labels on an A4 sheet of paper for all card files.

Mailing Label (Avery types)

Produces mailing labels to fit the Avery label types listed.


CardFile Reports

Once you have created a card file you may want to either fax, email, or print any of your available card file reports.


You can choose from:


print cf

CardFile Ship Label – actually prints on an A4 sheet.

cf ship label


cf statement

1.Search for the card file that you want to print by either:

Clicking on the View/Edit Card icon under CardFiles in the ribbon, or

Clicking on the Create CardFile List icon under CardFiles in the ribbon.

2.Once you have brought the card file into view, select the Report drop-down to choose which card file report you want to use.


Jim2 is supplied with a standard card file report suited to most businesses. If required, you can design your own card file reports via the Jim2 Report Designer.

CF print options

3.Once you have selected which card file report you want to print, you can preview it prior to printing.



You can preview, print, email, or fax any of the Jim2 reports, by selecting the appropriate icon in the Reports area of the ribbon. A standard Windows print option list will appear, showing the print default device set for your workstation, and any other print options available (as defined in Options). You may select an alternate print option by choosing from that list.


Further information:

Add a CardFile

Add A New User

Add CardFiles to Groups

Add Contact Details

Add Customer Details

Add Customer Specific Reports

Add Groups to a CardFile

Add Multiple CardFiles

Add User Details

Add Vendor Details

Auto Postcode/Suburb Lookup

Browse for a CardFile

Bulk Update CardFiles with BPAY Ref

CardFile Contact Types


CardFile Footer

CardFile Form Tabs

CardFile Header

CardFile List

CardFile Merging & Deleting

CardFile Options

CardFile Payment Terms

CardFile Price Levels

CardFile Security

CardFile Setup

CardFile Types


CardFiles at a Glance

Create a CardFile List


Export a CardFile List

Export Email Contact Report

Import CardFiles


Quick Add CardFile

Reassign Users

Remove a CardFile

Set up Contact Types

Time Sheets

Timers and Labour

Use CardFile List Results

Update Multiple CardFiles

View CardFile Transactions

View or Edit a CardFile