*** Note ***
There are several different types of reports that can be run from the People Module. This will discuss how to access these reports and create them. Use of these reports is limited only by the users’ imagination, and the amount of information entered into the program.

1. People Module Reports

   1. People Mailing Labels
      1. People Mailing Labels can be generated in either a single-row of three-row format for most popular types of labels.
      2. There are two options when printing company labels.
         1. After selecting the type of labels to be printed (single-row or three-row), a pop-up window will be displayed asking you to choose which records to print.
1. “Current Record Only”, will print only the currently active people record.
2. “Current Screen Filter”, will print the entire contents of the current screen filter. If there is no filter applied, then labels will be generated for the entire list of people in the database.
1. If printing three row labels, the user will be asked to enter a number of labels to skip. This allows the user to reuse partial sheets of mailing labels as necessary.
2. If printing three row labels, the user will prompted for a number of copies to print. This allows for printing of sheets of mailing labels for a single person or sets of labels for multiple people.
3. There are 30 mailing labels per three row sheet. Three columns of ten rows.
1. People Lists
   1. People list will generate a list of all people based on the current screen filter. (Ex: if you have chosen to filter for all people who have a job title of “President”)
   2. Information included
      1. Persons Name
      2. Job Title
      3. Company Name
      4. Company Address
      5. Company Phone Number
      6. Phone Extension
      7. Company Fax
      8. Product Lines
      9. Pricing Checkbox
      10. Promotional Checkbox
      11. Quotations Checkbox
      12. E-Mail Address
2. People to Word Processor
   1. This creates a letter form in the Microsoft Word ® word processing program.
   2. Automatically enters the Letterhead from the Letters Tab in the InDepthRep Defaults.
   3. Automatically generates the date, Recipient, Company Address, and Salutation.
   4. When selecting Person to Word Processor Report, a pop-up window will be displayed asking you to choose which records to print.
      1. “Current Record Only”, will print only the currently active people record.
      2. “Current Screen Filter”, will print the entire contents of the current screen filter. If there is no filter applied, then the report will be generated for the entire list of people in the database.
   5. Choosing a current filter will allow you to create a letter for a mail merge to the specified recipients in the filter.
3. Export Name/Company/Fax to file
   1. This report allows you to export to a comma delimited file.
   2. Information contained in the database.
      1. Information available for export
         1. Personnel Information
            1. Job Title
            2. Company Name
            3. First Name
            4. Last Name
            5. Prefix
            6. Middle Initial
            7. Pricing Checkbox
            8. Promotional Checkbox
            9. Quotes Checkbox
            10. Product Lines
            11. Phone Extension
            12. Birth Date
            13. E-Mail Address
            14. Comments field
            15. Miscellaneous
            16. E-Mail Quotes Checkbox
            17. Company Type
            18. Territory
            19. Salesman
         2. Company Information
            1. Phone Number
            2. Company Name
            3. Fax Number
            4. Company Address, Line 1
            5. Company Address, Line 2
            6. City, State
            7. Zip Code
            8. Salesman
            9. Territory
            10. Buying Group
            11. Product Lines
            12. Miscellaneous Field
            13. Company Home Page URL
            14. Local Phone Checkbox
            15. TOLL-FREE Number
            16. Company Type
4. People Quotes Report
   1. The People Quotes Report will generate a list of active quotes.
   2. The order of quotes displayed on the report is subject to the current display of the Quotes Tab in the People Module.
   3. The order can be changed by field by following the steps below.
      1. Choose the field you wish to base the order on. (Ex: Job Name, Amount of Quote, Bid Date, etc.)
      2. Right Click on the header of the field.
      3. Choose “Sort Ascending” or “Sort Descending” as desired.
   4. You can select the report to be generated for either one person or all people.
      1. After selecting the People Quotes Report, a pop-up window will be displayed asking you to choose which records to print.
         1. “Current Record Only”, will print only the currently active people record.
         2. “Current Screen Filter”, will print the entire contents of the current screen filter. If there is no filter applied, then labels will be generated for the entire list of people in the database.
   5. The Report will contain the following information.
      1. Quote Number
      2. P###### indicate a Phone Quote
      3. S###### indicate a Scan Quote
      4. Person quote was sent to.
      5. Job Name
      6. Job Location
      7. Quote entry date
      8. Job Bid Date
      9. “Purchase By” Comments field
      10. “In House Comments” field
      11. “Comments” field
      12. Snapshot of quote values by line and Total.
5. People Quotes Follow-up Report
   1. The People Quotes Follow-up Report will generate a list of active quotes for follow-up purposes.
   2. The order of quotes displayed on the report is subject to the current display of the Quotes Tab in the People Module.
   3. The order can be changed by field by following the steps below.
      1. Choose the field you wish to base the order on. (Ex: Job Name, Amount of Quote, Bid Date, etc.)
      2. Right Click on the header of the field.
      3. Choose “Sort Ascending” or “Sort Descending” as desired.
   4. You can select the report to be generated for either one person or all people.
      1. After selecting the People Quotes Report, a pop-up window will be displayed asking you to choose which records to print.
         1. “Current Record Only”, will print only the currently active people record.
         2. “Current Screen Filter”, will print the entire contents of the current screen filter. If there is no filter applied, then labels will be generated for the entire list of people in the database.
   5. The Report will contain the following information.
      1. Quote Number
         1. P###### indicate a Phone Quote
         2. S###### indicate a Scan Quote
      2. Person quote was sent to.
      3. Job Name
      4. Job Location
      5. Quote entry date
      6. Job Bid Date
      7. “Purchase By” Comments field
      8. “Comments” field
      9. Product Lines on Quote.
6. People Sales Call Report
   1. Prints a list of Sales Calls based upon entries in the Sales Call Tab.
   2. You can select the report to be generated for either one person or all people.
      1. After selecting the People Sales Call Report, a pop-up window will be displayed asking you to choose which records to print.
         1. “Current Record Only”, will print only the currently active people record.
         2. “Current Screen Filter”, will print the entire contents of the current screen filter. If there is no filter applied, then labels will be generated for the entire list of people in the database.
   3. Contains the following information.
      1. Persons Name
      2. Company Name
      3. Call Date
      4. Sales Call notes.
7. People Call Organizer Report
   1. Prints a list of Call Objectives based upon entries in the Call Organizer Tab.
   2. You can select the report to be generated for either one person or all people.
      1. After selecting the People Call Organizer Report, a pop-up window will be displayed asking you to choose which records to print.
         1. “Current Record Only”, will print only the currently active people record.
         2. “Current Screen Filter”, will print the entire contents of the current screen filter. If there is no filter applied, then labels will be generated for the entire list of people in the database.
   3. Contains the following information.
      1. Company Name.
      2. Person to call on
      3. Call date.
      4. Call objective.