Junxure Support

            Report Assistant

            The Report Assistant allows you to run Reports for the firm from one of the five major categories of Junxure data: Actions, Assets, Insurance, Opportunities, or Records.

            Reports are built on Advanced Searches. Advanced Searches allow you to specify the “who” you want to report on, the Report Assistant allows you to specify the “what” you want to see about them.

            To access the Report Assistant, go to the Junxure Home screen and click on Report Assistant.

            Select the category that you want to report on and click Next. In this example, we will use Records.

            In the next window, choose whether to run a previously Saved report or to Build a new report.

            Choosing Saved report will let you select the report from the drop-down and jump right to the last part of the Report Assistant process.

            Choosing instead Build new report will begin the process of a new Report, starting with the Advanced Search that you want the Report to be built on.

            You have a few options from this point:

            • Report on all Records: Set Select a Category to <Select All Records>.
            • Report on a saved Advanced Search: Choose the category of the saved search from the Select a Category drop-down and then select the Advanced Search from the next drop-down that appears.
            • Modify an existing Advanced Search: Choose the category of the saved search from the Select a Category drop-down, select the Advanced Search from the next drop-down that appears, then click Edit Selected Advanced Search. You can save your changes over the existing search or save it as a new copy when finished.
            • Create a new Advanced Search: Click New Advanced Search to be taken to the Advanced Search tool.

            If you choose to create or edit an Advanced Search, you will be returned to this screen when you are finished and the newly saved Advanced Search will be pre-filled in the Select an Advanced Search drop-down. Click Next to continue.

            Next, determine what you would like in your final report and the format you would like it presented in.

            At the top, select the Report Format:

            • Portrait (allows up to 6 fields shown on the report)
            • Landscape (allows up to 8 fields shown on the report)
            • Export to Excel (unlimited fields)

            Use the Add or Remove buttons to select the desired fields in the report. You can reorder fields using the Move Up and Move Down buttons.

            When your format and fields are selected, click Next to continue.

            You will be taken to a preview Grid of your report. If you choose to load a Saved report, this is the screen to which you'll be directly taken.

            If you chose Landscape or Portrait report format, there will be a Generate as PDF Report button to allow you to download or open the completed report for printing.

            If you chose Excel report format, click the Export to Excel button on the right of the Grid to save the Grid contents directly to a CSV for use in Excel.

            Along the bottom, you may save the definition of this Report for later use. Select a category, name the report and click Save. This stores the definition or criteria of the Report (such as the Search used, the format chosen and the fields selected), not the current contents.

            Updated: 29 Oct 2018 11:22 PM
            Help us to make this article better
            0 1