Creating and Printing Internal Marketing Reports
- Open the Reports & Statements window. For more information on opening this window, see Opening the Reports & Statements Window.
- Click the Internal Marketing tab.
- Complete the Selections Criteria and Sort Order fields with appropriate information. For more information on completing these fields, see Internal Marketing.
Click Expand to expand the Selection Criteria and view the entire list.
- Select a printer or fax program from the Current Report Printer drop-down menu.
- Click Preview to preview the report. If you do not want to preview the report, go to step 10.
The Preview Window opens.
- Complete one or more of the following tasks:
In addition to the procedure above, watch this video.