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2 Select a filter for the Card Holder Last Name.
All: reports on all card holders.
One: reports on an individual card holder using
the From field [activated when the One radio
button is selected to indicate the card holder’s
last name.
Range: reports on a designated range of cards
holders using the From and To fields [activated
when the Range radio button is selected] to
specify the last names range.
3 The report can be further defined by selecting an
Access Level. Only card holders with the access
level specified are included in the report.
4 Use the Account field to narrow the report to
card holders within a particular account.
NOTE: The Access Level field narrows the report to
card holders with a particular access level. Note
Fields can further define the report by any of the user
defined note fields.
5 The Notes Fields area of the window allows you
to specify very specific types of information to
include in the report. Using the radio buttons,
you can select either None, for no note fields to
be displayed, All or Select to specify any user-
defined card holder note field(s) to include in the
report.
If Select is chosen, click the browse button just
beneath the Select radio button. The Select Note
Fields dialog is displayed, allowing you to select
any card holder note fields(s) that are required to
be printed in the report.
Reports
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