The majority of reports in Keystone may be accessed via the Reports screen. Open the Reports tab in the Keystone ribbon and either click All Reports to view all available reports, click My Favorites to go directly to your list of favorite reports, or click one of the report categories such as Contact Management.
Once the Reports screen is open, you can select any report category regardless of what category you chose from the Reports tab in the Keystone ribbon.
A plus sign to the left of any report category indicates that it contains additional subcategories or reports. Clicking the plus sign expands that category to display the subcategories and reports it contains; and changes the plus sign to a minus sign. Clicking the minus sign collapses the list so that only the category is showing.
When you select a report category or a report, its name is changed to a bolded blue. If a report is one that you frequently use, you can add it to your My Favorites list to make it easier to access in the future. See the My Favorite Reports section for more information.
For many of the reports listed, when you select that report, a variety of report options appear in the right-hand side of the Report screen. These options allow you to select one or more selection criteria in order to tailor the report to your needs. See Setting Report Options for more information.
Several buttons appear above the pane on the left of where reports options are selected. The button closes the Reports screen. For additional information, see the following sections: