Actions Report Wizard
One of the key features of Junxure is its flexibility to create custom reports to meet the unique needs of every office. The Actions Report Wizard enables you to use many of the data fields on the Actions Tab to create customized reports. Follow the steps below to create a report using the Action Report Wizard.
Watch the Video: Actions Report Wizard
Follow these steps to create a report using the Report Wizard:
For information on other Report Wizards, see Accounts Report Wizard, Contact Report Wizard, Opportunity Report Wizard and Insurance Report Wizard. For information on pre-made reports in Junxure, see Reports Main Menu .
New in Version 9.5 - User rights have been applied to all Report Wizards and Rule Builders, allowing firms to determine which users can access these tools. User experience will vary based on access. To update Junxure, go to Check for Updates.
Setup Report
Go to Reports > Report Wizards. Choose Action Report Wizard to launch the Wizard.
Choose from an Existing Report (shaded in yellow) or choose New Report.
Sections to the right of the screen are numbered.
- Section 1: Select your print options. You may choose Portrait, Landscape or Send to Excel to export your data to an Excel spreadsheet.
Note: The Portrait orientation prints up to six columns and the Landscape orientation prints up to eight columns across a page. Any additional columns you select are omitted from the report. However, exporting the report to Excel provides unlimited columns.
- Section 2: Select or create a rule to filter for the Actions needed for this report. See Action Rules Builder for more information regarding this tool.
- Section 3: You may select or create an additional rule to filter for the contacts needed for this report, such as classifications, keywords, interests, custodians, and etc. See the Rules Builder for more information about creating, editing and using rules.
- Section 4: Choose a category for your report and enter a Report Title in the field provided. Additional information about the report can be added to the Report Description box. Note: Report names do not have to be unique, making it possible for you to have two reports with the same name but different settings.
The bottom section (highlighted in green above) is where you select the fields to be displayed on the report. By double clicking on any data label in the left (Available Fields) Box, it appears in the Selected Fields box on the right side, adding that data field to the report.
The final report will display each data point in the order it appears in the Selected Fields box. To remove a data field from the Selected Fields list, simply double click on the item in the list.
To reorder the Selected Fields box, click on the data point you want to move. Use the arrow buttons to move the field up or down in the list.
Click the Save This Report button circled in red above to save the settings.
Click the Check Results button at the top of the page to see the data output without creating a report.
Create and View Report
Click Print Report at the top of the screen to view the report. You may click Save This Report to save your data.
To print the grid or export to Microsoft Excel, right click on the grid column header bar, and a menu similar to the one below will be displayed. Choose the option desired.
Note: If you selected Send to Excel , Junxure will open a new Microsoft Excel Workbook with your report.
f you selected Portrait or Landscape for your print option, a new window similar to the one below will open. Junxure will provide tools to send the report directly to your printer or send the data to other file formats as needed.
Delete Report
Click the Existing Reports button and choose the report to delete from the list highlighted in yellow.
Ensure that the appropriate data shows in the boxes to the right, indicating you have selected the correct report.
Click Delete This Report, circled in red above.
Click Yes to confirm deletion of the selected report. Click No to cancel deletion of the report.
