Dynamic Reports - Introduction

Dynamic Reports™ enable SmartOffice users to quickly analyze the data in their SmartOffice databases and produce highly customized output for their business needs.

Those needs may be simple or complex. A simple Dynamic Report might display all clients with a review date coming up in the next 30 days. A more complex Dynamic Report might identify all clients who are married with children, earn less than a certain amount per year and have no life insurance.

Watch related training movies:

• Reporting and Filtering Course

These reports are "dynamic" in that their results change as data is added, deleted and modified in SmartOffice. Every time a Dynamic Report is run, it displays the most up-to-date data that meets the report's criteria. For that reason, Dynamic Reports are ideal for staying on top of changes that affect an organization and its clients.

The data from a Dynamic Report can be printed, exported to a predefined Microsoft Excel template_reports_-_introduction.htm), displayed on the SmartOffice home page and more.

Tip: SmartOffice Pro contains many predefined Dynamic Reports that users can run. Users who want to customize those reports or create reports of their own should first familiarize themselves with list layout customization, sets and filters.

Select a topic below for more information:

• Searching for Dynamic Reports
• Running a Dynamic Report
• Creating a Dynamic Report
• Report Setup
• Modifying and Copying Dynamic Reports
• Adding a Dynamic Report to the Favorites List
• Adding a Dynamic Report to the Home Page
• Importing and Exporting Dynamic Report Definitions
• Running Report Automation