Accessing Reports

From the Reports Menu

Note that some menus will have sub-menus.

Example of Selecting a Report from the Menu

 

From the Toolbar

Reports are only accessible in this way If you have specified in Toolbars section of the Preferences window to display the relevant program toolbar(s).

Example of Selecting a Report from a Toolbar Dropdown Menu
 
Displaying a program Toolbar is most useful for someone who works primarily in only one of the CDM+ programs, such as Attendance or Contributions. If your work requires access to all of CDM+, the number of toolbars displayed would become impractical.
 
 

From the Reports pane of the Welcome to [Program] window

 
Example of Selecting a Report from a Welcome to [Program] window
 
The Welcome to... window for any program can be opened by selecting it from the program menu. Or, if you work exclusively in one program, you may wish to set your User Preferences Defaults to open that window at startup (as shown below):
 
Setting your User Preferences General Defaults to open a Welcome to [Program] window at startup
 
 

Print Reports from Find Results

Clicking on the Print button   on the left of a record window will bring up a list of available report options.

 

Click to highlight the report you wish to print. By clicking the appropriate radio button (Results List or Selected Record), you can chose to print:

  • the entire results list
  • a selected record (highlighted)
  • multiple selected records (highlighted).
Print Selected Records from Find Results

Multiple records may be selected (highlighted) by holding down the Control or Command key while clicking on the desired records.

Click OK and the Report Setup window will open. Note that the search description will state that results from the record window will be used to produce the report.