The first step is to go to "reports" and then select the "custom report" option.
Next, click on the add view link to add a new report.
Give the report a name under the "view name" field.
Choose the type of fields that you want to use (customer & job, customer & history, or customer & job fields alone).
Double click on the columns that you want to include in the report or click on the name of the field. Click the right arrow to add it.
If you need to remove one from the report, you can click the field and then the single left arrow (it will move back to the box of available fields).
Select your conditions.
In the left dropdown, choose the field that you want to use as a condition. The middle column will give you options for what to include.
Put in the text or number that you want to use in the right box.
Here is an example where I only want to have the report show "job number 1." Now, it will only show jobs where job number is 1. If you want to compound more conditions, you can click the "+" button.
When you are finished, click the "Save" button to save your report settings.
Now your report will show up in the custom reports drop down. Select it and click the process button to see the report.
If you want to include the information for a mail merge (labels, letters, etc. from Microsoft Word), use the "Merge Report" checkbox. Click process. CLIPitc will process the report and email it to your email address.