Run the Report on a Single Constituent:
  1. Open the Individual to report on.
  2. In the task bar choose Prospect Research Report.
  3. The report will show all aspects of the record by default:
    • Choosing different confidence settings in the confidence drop down will alter results so show only certain levels.
    • To include or exclude certain sections, use a report template.
    • Click View Report
    • The report can be exported (click the diskette) or printed (click the printer).
    • The view can be changed to Print Layout (icon is located on the action bar) from normal view and vice versa.
Run the Report on a Research Group:
  1. Navigate to Prospects and click View All Lists.
  2. Double-click to open the selected research list.
  3. Click Research Group Report.
  4. When the report appears, you can use the blue arrows to scroll through the pages and view the summary details for each prospect.
  5. To view more detail for an individual prospect, click "view detail". Click the Back button in the menu bar to return to the group report:
     
    • If working in an individual profile, choosing different confidence settings using the confidence drop down will alter results and only show specific levels. To include or exclude specific prospect or wealth summary sections, choose a report template.
    • Click View Report
    • The report can be exported (click the diskette icon) or printed (click the printer icon).
    • The view can be changed to Print Layout (icon is located on the action bar) from normal view and vice versa.