Client Management Customer Query Builder Designing a Report Query
Designing a Report Query (continued)
8. Once you are satisfied with the Report Query Design, press the Save function button to save the Report Query for future use.
9. If the Report is to be printed to paper or printed to a file, press the Preview function button.
10. If the Report data is to be exported to a .csv file, press the Export function button.
Please refer to Fine Tuning CQB Reports for more information on advanced report query design.