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With Business Contact Manager for Outlook, you can create several types of reports. To customize your reports to display selected information, use the Modify Report pane. When you click the Modify Report button on the Reports toolbar (Reports toolbar: The toolbar at the top of the Reports section, used to create and edit reports.), this pane appears to the right of a report.

On the Modify Report pane, click the Filters (filter: A filter can define which records or columns are returned from a query. A filter always limits the outcome.), Columns, Fonts and Numbers, or Header and Footer commands to modify your report.

• Filters

  When you click the Filters (filter: A filter can define which records or columns are returned from a query. A filter always limits the outcome.) command, a Filter dialog box appears with the following three tabs:

  • The Simple Filter tab   Select or filter records with the values that you want to include in your report.
  • The Advanced Filter tab  Further refine the records for your report.
  • The Review Results tab  View the information that will be displayed in the report.

  For more information, click the Help button on the Filter pages.

   Note   You can customize the field values for most of the filter options. For more information about how to customize the field value lists, see Customize your Business Contact Manager records through user-defined fields.

• Columns

  Select or clear the column check boxes to select the column types you want to use in your report.

   Note   The Custom Columns option is only available if you are using customized fields. For more information about how to customize the field value lists, see Customize your Business Contact Manager records through user-defined fields.

• Fonts and Numbers

  Click the Change Font or Underlining Style buttons to modify the font type faces and styles used for selected column elements.

• Header and Footer

  Select or clear header and footer areas to modify them. For example, you can add a company's Web site address to the header by typing its address into the Company URL box. Or, you can add notes to the Header by typing information into the Notes box. To preview what your printed report will look like, on the File menu, click Print Preview.

Additional commands

On the Reports toolbar (Reports toolbar: The toolbar at the top of the Reports section, used to create and edit reports.), you can use the Sort Groups in Ascending Order and Sort Groups in Descending Order buttons to sort the records (record: A completed Account, Business Contact, or Opportunity form. The record contains Account, Business Contact, or Opportunity information, plus the other records and items that are linked to it.) within each group by ascending or descending order.

To view the content of each record item in ascending or descending alphabetic or numeric order, click within each of the column headers. An up arrow indicates that the items are listed in ascending order; a down arrow indicates the items are listed in descending order.

 Note   To access a report, on the Business Contact Manager menu, point to Reports, point to a group of reports, and then select a report type.