How do I generate a Turning Point report in Encompass?
A report has been created in Encompass to allow you to generate a report of customers whom you would like to add to Turning Point. If you click on the Reports tab in Encompass and select the “Public Reports” folder, the report is named: (29) TURNING POINT REPORT. Your will need to put a copy of the report in your personal folder or, if you have rights to edit public reports, you can add it to your branch folder. Simply select the report, right-click and select Copy. Navigate to the desired location, right-click and select Paste. Once the report is in your personal folder and/or branch folder, you can select the time period from which you’d like to pull customers, as well as from which folders you would like to pull them from. Click on the “Folders” tab and check the folders you would like to search in. To pick a time frame, click on the “Filters” tab and then click “Add.” Click on the Binoculars button to access a quick list of field names next to the Field ID box. Select the type of d
