Select Reports from the Menu bar, this will show you a list of available reports to select from. In the example below, we are going to select Client Contact History (Print) from the drop-down menu.
If you would like an exportable report select Client Contact History (Export), or if you would like to see the report Grouped by Totals, select Client Contact History (Totals). Please note: The Totals report is just for viewing, there are no export or print buttons.
The information and steps in this article for the Client Contact History Report, are the same for Employer Contact History and Vacancy & Placement History
- Select an individual or multiple Clients. Otherwise, leave it blank for All clients to be included in your report.
- Tick this box if you would like archived clients included in your report.
- Select the Start Date for your report.
- Select the End Date for your report.
- Click on Generate Report once you have set the above parameters.
- Click Print to print a hard copy of your report.