The Reports screen
The Reports screen consists of the following tabs. Favorites, Company/contact, Project, Sale, Activity and Selection.
Tip
You can go directly to a specific tab in the Reports screen by clicking the word Reports 
next to the Reports button in the navigator and then selecting from the list.
Each tab consists of the following:
A report list showing available reports. This list is always at the upper left of the screen.In the Favorites tab, this list shows the favorite reports, while in the other tabs, it shows all published reports.
A report description to make it easy to find out information about the selected report. If the report is on your favorites list, you can amend this description.
A thumbnail of the report. The thumbnail is located on the right side of the Reports screen and indicates the selected report type: label, list, group list, cross table, calendar or text export.
A criteria list where you can add, edit and delete criteria and display the criterion/criteria specified for the report.
A Documents section tab containing a list of saved reports.
Report list
The report list is at the upper left of the Reports screen and contains a list of standard reports in the tab you selected. If you select the Favorites tab, your favorite reports appear here. The content of the report description and the criteria list changes according to what you select in the report list.
Tip
If you select the Favorites report category, you can edit the name and description of these reports by double-clicking a report, or selecting it and clicking Edit. To delete a favorite report, select it and click Delete.
Criteria list
The criteria list is located in the upper half of the Reports screen, next to the report list and below the report description. It contains criteria that apply to the report you selected in the report list. Here you can add or delete criteria by clicking the Add or Delete buttons, and you can edit a criterion by double-clicking it.
Click the Add to favorites button to add the report with the specified criteria to the report list in the Favorites tab.
The report archive (Documents)
The report archive (the Documents section tab) appears at the bottom of the Reports screen. It contains previously generated reports that were saved as documents. In this section tab, you can open, edit, delete and filter saved reports. You can also export a list of reports.
Tip
Saved reports are listed with Report in the Type column on the Activities section tab in the Company, Contact, Sale, and Project screens.