The Main Reports Screen is divided into 3 sections:
· Reports List
· Client List
· Program Options
Understanding these sections makes the Reports Program really easy to use.
You should also read the following topics: Print Preview, Edit Reports and Saving Reports. Finally, if you would like to print or email more than one report
at a time, read the 'Print or Email' topic to learn how to create a PRINT JOB.
REPORTS LIST: The Reports List on the left side of the screen is a list of all
reports available in the system. These reports appear under 6 separate Tabs.
These are General Reports, MLS Reports, EasyCMA Reports, Custom
Reports and Charts & Graphs. To open a tab click on the arrow to the right of
the tab 
. Click on the arrow again to close the Tab.
CLIENTS LIST: Use this to maintain a list of all your clients. Click on a name in
the list and this name will appear on all reports. Also, ALL REPORTS saved
under this client will become available. These include reports like Cover Letter,
Marketing Schedule, Market Conditions etc which usually differ for each client.
PROGRAM OPTIONS: The following actions are also available:
· Print or Email. Use this to select and Print/Email multiple reports
· Run EasyCMA. Use this to access the EasyCMA program. All CMAs created
will appear under the EasyCMA Tab in the Reports List on the left.
· Manage Clients. Use this to Add/Change/Delete clients as well as to select
the client whose reports you wish to access. Keep in mind that you can have
different reports saved for different clients.
· Set Personal Settings. Use this to customize the program by uploading your
personal Logo and Photo. You can also add a photo to appear on the Cover
Page. If you do not specify one your Personal Photo will appear.
· New Custom Report.
· Access this Help File & Tutorial
· Exit Reports
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