thankQ Help

Reporting with sublists provides a facility for accessing data that has been recorded in the Contacts or the tab area of the Sponsorship form. Available options are:

•Contacts

•Additional Information

•Benefits

•Contra

•Communications

•Attachments

•History

•Actions

1.Click the drop down beside Report on the tool bar

2.Select Report with Sublists

3.Click on the drop down to select the Sublist

4.Click OK to select a standard Excel spreadsheet or select from the drop down

5.Double click on the fields required on the report from the Form Key folder

6.Click on the + beside the sublist folder (Contacts) and select required fields

7.Click OK

8.Click Yes if you wish to Save this report as a template or No to continue

The report opens in Excel where it can be analysed