CardFile Reports

You can use the Excel icon to produce reports directly to Excel. Permission for use of this is based on report permissions since it accesses the report for the information.

When Excel is selected, it will open spreadsheet windows and populate it with raw data from the selected report. Each report pipeline with be represented in a separate sheet, eg. Job, JobComments, JobStock etc.

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

You can use the Excel icon to produce reports directly to Excel. Permission for use of this is based on report permissions since it accesses the report for the information.

When Excel is selected, it will open spreadsheet windows and populate it with raw data from the selected report. Each report pipeline with be represented in a separate sheet, eg. Job, JobComments, JobStock etc.

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

▪CardFile Ship Label (actually prints on an A4 sheet)

▪Statement

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.

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.