Report Generator Module

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Overview

The Report Generator allows users to search through their Optisoft Database using custom search criteria.

This facilitates functions such as creating custom reports, generating mail shots and data cleansing.


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Using Report Generator

Creating a Report

Creating a report requires the user to work through the tabs from left to right as detailed below.

Creating a Mail-Shot

One of the main features of the Report Generator is the ability to create paper based, or electronic, Mial-Shots. In both cases a predetermined MS Word Template will need to have been written first. Click Form Designer to see how.

Creating a Mail-Shot


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