Print Reports on Firm Setup - Proposal Records

You can print reports for Firm Setup - Proposals so that you can review your setup data. You can view, print, or download the reports.

The Firm Summary report includes all fields in Firm Setup - Proposals, including user-defined fields, grouped into default sections. You may also create user-defined sections. The Firm List is a simpler listing of records.

To access the reports, complete the following steps:

1. From the Ajera CRM Navigation Menu, click Configuration > Organization > Firm Setup - Proposals.
2. Select a firm record.
3. Click Print and select one of the following options:

   Option	Description
   Print Current Firm	Click this to print the current firm record (the firm record currently displayed in your browser window).
   Print Active Group	Click this to print all firm records currently active (the firm record currently displayed in your browser window, and all other firm records currently open).
   Select Firm to Print	Click this to open the Firm Lookup and select the records that you want to print.

4. Select the Firm List or the Firm Summary.
5.  Use the Options tabs to configure your report.