Work with reports

Select Reports icon. (Reports) from the Quick Access menu.

In the Reports section, you can:

Create a new report.
Generate a saved report.

Create a new report

Select Create Report.
Select a Report Type.
Select a Report Filter.
Select the relevant Report Columns.

You can drag columns in the Selected Columns list to reorder them.
Add customer columns as needed.
Select Save Report.
Enter a Report Name.
Select Save.

Generate a saved report

Select the report you want to generate.

If you do not see the report you want to generate, you must create a new report.
Select Export, and then select Excel.

If you are experiencing an InquiryPoint issue, please open an inquiry using Contact Service Technology as the client and Client360 as the product.

Back to Top