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Book Contents

Illustrations and Reports

Step through the instructional topics in this section for creating and working with illustrations and reports.

In This Section

Creating a New Illustration

Creating a Schedule

Validating Inputs

Saving an Illustration as a Case

Closing an Illustration

Copying Illustration Inputs

Saving an Illustration with a New Name

Selecting a Contact in an Illustration

Selecting a Different Producer for an Illustration

Changing Producer Information for Reports

Deleting a Contact in an Illustration

Viewing Reports

Printing Reports

Saving Reports

Sending Reports Via E-mail

Report Unique ID