Investor Reports

The Investor reports are pulled from the Contact tables in REA.

COMPLETE RECORD

This report shows all the main contact fields as well as the fields found under the Investor tab. It also lists all the events, history and notes attached to the contact record. This report contains one Investor per page.

PROFILE 1-2

Profile 1 & 2 display the main contact information as well as the information found under the Investor tabs and the notes section of the record. The profile reports do not display events or history. The only difference between the two reports is the layout of the data. This report contains one Investor per page.

SUMMARY

This is a list report that contains multiple investors on each page. Address, phone numbers and a few of the fields from the Investor tab are included. This report will contain between six and eight investor records per page.

MODIFYING REPORTS

Registered users with valid REA licenses can modify the reports shipped with REA if they purchase a copy of Crystal Reports. REA ships a run-time version of Crystal Reports that allows you to preview and print reports but it does not have the capability to alter the reports. REA recommends that if you alter a report you give it a unique name. From time to time REA will update all the report files that ship with the program. If you have changed one of our reports and did not change the name of the report there is a chance that future updates could replace your report with the REA version.

CREATING NEW REPORTS

To create reports for REA you must purchase the Standard Version of Crystal Reports. Crystal Reports is available through most software vendors. Searching the web should produce numerous resellers. You only need the Standard Edition of Crystal Reports to work with REA.