Create a company report.

1. On the navigation toolbar, select .
2. Select a different custom view.
   The filters in the selected view are applied to the companies that were originally included and may result in an empty report.
3. Edit the report name.
4. On the button, select , and then select an option.

   

   • View
   • File Library
   • Download
   • Email
5. If you chose email:
   1. Edit the subject line.
   2. In the To: field, select to choose a contact, or select to find or create a contact.
   3. Select your name in the To, CC, or BCC field to receive a copy of the email.
   4. In the Body field, enter a message.
      Tip: To format the message, select the text, and then select a button on the toolbar.

      

      1. Select the font type.

      2. Select the text size.

      3. Apply a character style.

      4. Change the text or background color.

      5. Insert a numbered or bulleted list.

      6. Decrease or increase the indent.

      7. Remove all applied styles.

      Note the following:

      • The indent, text size, and font type aren't applied in emails.
      • Emails don't include images that are pasted into the message.
   5. Select Send.