Report Plus is a plugin designed to work in conjunction with Contact Plus. Report Plus creates new custom reports and allows you to edit the predefined reports included with Contact Plus. Report Plus creates the report template and the report is available for you to use in Contact Plus.

Report Plus allows different types of information to be inserted in the report. In a Contact Oriented report you can choose to have event and other related information added in addition to the biographical information. For example to do a report that showed all the notes for the contacts you would choose include note fields, thus being able to choose from note fields and biographical fields for your report.

Each Contact Plus report is one of two basic report types, Contact Oriented and Date Oriented.

A contact oriented report would contain biographical information and user fields, although you may also select event and note information.

Date Oriented reports sorts the report output by date. Date oriented reports are usually used when you are wanting information in a certain date range. For example if you wanted a report made for all calls between January 1,1999 through June 1,1999 then you would use a date oriented report. Some examples of date oriented reports are activity reports and schedules.

 The report to the left is an example of a Contact Report. Only the contact information has been chosen to be in this report.



 

The example to the right is a calendar/date oriented report. This report also includes some contact and event information. The top right hand corner contains the date and time of the report, and in the top left hand corner the type of report is shown.

 

After the report is designed the report description is used to identify it in Contact Plus. The report description should help you to remember the contents of the report. As shown in the example to the left, the reports in Contact Plus are listed alphabetically according to the report description in reports F1 on toolbar II.