Point User Guide 21Navigation panelReports & Marketing tabThe reports and marketing functions are accessible from the Reports & Marketing tab.Use reports to manage day-to-day business events and clients. Use marketing documentsto help you market loans effectively by creating custom letters, e-mails, and mailing labels.You can also create queries and customize letters and e-mails with HTML using MicrosoftWord® or Microsoft Outlook®.The following options specify where the data is to be retrieved when the report isgenerated:Select All/Deselect AllToggles between Select All or Deselect All when selecting data folders. Only thedata folders to which you have access are displayed.Prospect/BorrowerSpecifies the file type from which you generate your report. You can select bothfile types as well as co-borrowers.ImportantIt is important that you verify that the time and date settingson your computer are correct before you run any reports.Related information• See Standard reports, on page 365, for more informationabout building and running reports.• See Standard marketing documents, on page 397, formore information about marketing documents.
