This How-to covers running a Prevail report.
After you get your office up and running with Prevail, and you're inputting lots of valuable information into the program, you'll want to be able to analyze this data in a meaningful way.
You'll use the Prevail Reporter to gather such information from your Prevail database. Numerous reports are built into the software, but if you need a report that doesn't already exist, customized reports are available by contacting Tech Support at reports@prevail.net.
\uD83D\uDCD8 Instructions
Click Reports at the top of Prevail.
Go to the appropriate folder.
Click the report you would like to generate.
Depending on the report selected, a window may appear prompting you to enter information to limit the results that the report will display.
If you do not want to limit the results, Click ‘OK’ without entering any information.
If you 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.
You may choose to Save, E-mail, or Print the report after it is generated.
To Save a report:
Click ‘Save to Folder’.
Choose the appropriate location to save the file.
The folder will be saved as a PDF document.
To Email a report:
Click the ‘Send Email’ drop down list.
Choose the appropriate user to receive the report.
Note: You can only email to employees in your office with an email entered in their employee setup.
To Print a report:
Click ‘Print’ at the top of the window.