Prevail 10 E-Training*: Running Reports

Reports are a powerful tool used to keep track of various data throughout the system.

• Numerous standard reports are built into the software. If there is a report that does not exist, you can create a customized report with the Report Designer.

• If the report cannot be created through the Report Designer, customized reports are also available by contacting Tech Support at reports@prevail.net.

Instructions

1. Click Reports

2. Find the category corresponding to the report you would like to run

3. Click the report you would like to generate.

4. Depending on the report selected, a window may appear prompting you to enter information to limit the results that the report will display.

   1. If you do not want to limit the results, Click ‘OK’ without entering any information.

   2. If you do want to limit the results of the report, enter the appropriate information and Click ‘OK’.

Warning: If you specify a Contact for which to run the report, you MUST capitalize the first letter of the name.

If you specify a certain user name, you MUST enter the employee login in ALL CAPS, exactly as it appears in the Prevail login screen.

1. You may choose to Save, E-mail, or Print the report after it is generated.

   1. To Save a report:

      1. Click ‘Save to Folder’.

      2. Choose the appropriate location to save the file.

      3. The folder will be saved as a PDF document.

   2. To Email a report:

      1. Click the ‘Send Email’ drop down list.

      2. Choose the appropriate user to receive the report.

      3. Note: You can only send a report to an email listed in Employee Setup

   3. To Print a report:

      1. Click ‘Print’ at the top of the window.