Connection Card Pro Help & Documentation

Preset and Saved Reports

Connection Card Pro makes it easy to view and print preset and saved reports! We have several preset report options for you to choose from, or you can create a Custom report and save as a preset for future use here!   

Connection Card Pro preset reports include: Background Checks, Contact Directory, Daily Attendance Report, Last Attended Report, New Guests Report, Person List, Referral List and reports for your Custom Fields in the people profiles!

To Generate Reports from your preset and saved data

From the Menu:
Reports > Generate Reports > Preset and Saved Reports

• Select from drop down menus to select type, date, departments, and format options.
• Generate Report