CardFile Reports

Back Top Previous Next

Cardfile list reports

cardfilelistreports

 

Report

Explanation

CardFile List

This will produce a full CardFile List report, including the name, address and phone number.

 

cflistreport

CardFile List (Del Add)

This will produce a report of delivery addresses for all cardfiles.

CardFile List – Inactive Customers

This will produce a report of all customers (and their details) that have had no transactions during the period you nominate. This can be set for a date range as well, ie. the last 12 months etc.

 

inactivecustomerlist

CardFile List Contact Details

This will produce a spreadsheet with all cardfile contact details, including address, phone and email address.

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:

 

exportcontactinfo

CardFile List Export

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

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

CardFile List Monthly Sales

Produces a spreadsheet of cardfiles showing a year's worth of monthly sales by cardfile.

CardFile List UserList

This will produce a list showing CardCode and Name only.

Email from CardFile List

This allows sending emails to a group of cardfiles. See Bulk Email from a List for more information.

Mailing Label

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

Mailing Label (Avery types)

Produces mailing labels in standard or upper case to fit the Avery pre-cut label A4 sheet types listed.

 

CardFile reports

cfprintoptions

 

Jim2 is supplied with a standard cardfile report suited to most businesses. Other cardfile reports can be designed via the Jim2 Report Designer.

 

Once a cardfile has been created, it can be faxed, emailed, or printed via any of the available cardfile reports.

 

Choose from:

CardFile

printcf

CardFile Ship Label (actually prints on an A4 sheet)

cfshiplabel

Statement

cfstatement
cfstatementreport

A statement shows current and/or open transactions. To see the account history, you can use the Transaction History report from the Debtor record, then select the required date range.

 

1.Search for the cardfile to print in one of two ways:

on the ribbon, go to CardFiles > View/Edit CardFile

right click on CardFiles in the Nav Tree and select View/Edit CardFile.

2.Once the cardfile is open, select the Report drop down to choose which cardfile report to use to print or preview it prior to printing.

 

Info

Preview, print, email, or fax any of the Jim2 reports by selecting the appropriate icon in the Report area of the ribbon. A standard Windows print option will appear, showing the default device set for the workstation, and any other print options available (as defined in Options). An alternate print option can be selected by choosing from that list.

 

Further information

CardFile Options

CardFile Setup

CardFile Security

CardFile Payment Terms

CardFile Price Levels

CardFiles at a Glance

CardFile Types

CardFile Contact Types

CardFile Header

CardFile Footer Tabs

CardFile Preview Pane

CardFile List

CardFiles

Time Sheets

Timers and Labour

Auto Postcode/Suburb Lookup

 

How to

Add a CardFile

Add a Prospect CardFile

Add Contact Details

Add Customer Details

Add/Update a User

Add Vendor Details

Add Documents to CardFiles

Add Groups to a CardFile

Add Multiple CardFiles

Add CardFiles to Groups

Add Customer-Specific Reports

Browse for a CardFile

Bulk Update CardFiles with BPAY Ref

CardFile Merging & Deleting

Create a CardFile List

Email from a CardFile List

 

 

Export a CardFile List

Export Email Contact Report

Import CardFiles

Make Prepayments/Refunds

Quick Add CardFile

Reassign Account Managers

Reassign Users

Deactivate a CardFile

Set up an Overseas Customer

Set up Contact Types

Use CardFile List Results

Update Multiple CardFiles

View CardFile Transactions

View or Edit a CardFile