Overview of Printing Reports in the Windows Client

When viewing a list of people or company contacts in the InterAction Windows Client, you can print reports on those contacts. Reports are accessed through the Report Chooser. This tool lists all the reports that the report managers in your organization have made available to you.

Using Windows Client reporting, you can:

  • Report on any list of contacts or subset of marked contacts
  • View and print reports using the InterAction Report Viewer, or save them to one of these formats: RTF, PDF, HTML, XLS, TIF or TXT
  • Email a report to yourself or a user for whom you are a proxy
  • Personalize reports to include the sections or activity/appointment filters you choose (if your organization uses these types of reports)
  • Maintain a list of favorite reports

NOTE Depending on your access rights and reporting role in your organization, you may have access to other features like creating or managing reports.

See the following topics for more information:

  • Report or Export: Which Do I Use?
  • Using the Windows Client Report Chooser (Accessing Reports)
  • Selecting Contacts to Include in the Report
  • Viewing and Printing Reports

Report or Export: Which Do I Use?

Because reporting and export both let you export data in the Windows Client, it may be confusing when determining which tool to use. Both reporting and export let you export to the same file formats:

  • Microsoft Excel Document (.xls)
  • Microsoft Access Database (.mdb)
  • CSV file (.csv)
  • CSV File - MS Access Compatible (.csv)
  • XML Data (.xml)
Report vs. Export Quick Reference
Exports Reports
Tend to be more personal (but not required) Tend to be used by a larger group (but not required)
Most often used for quick, one-time process Best for frequent use
Can only be run on contacts Can report on contacts, activities, appointments, matters, opportunities, and engagements.
Needed for Windows-based mail merge Generally not used for mail merge purposes
No report layout skills necessary Use InterAction Report Designer or other report layout tool to create and format reports