Background Checks

The Background Check Report will list all checks on file for the people in the Run For selection. The default report lists the name, request date, type result and clearance level.

To run the report:

1. Expand the People menu.
2. Click on Reports.
3. Highlight Background Checks.
4. From the criteria tab, select your Run For criteria. Do you want to see background checks for everyone, certain associations, certain groups, etc.
5. On the columns tab, __double click on a field name __to move it to the selected column to include it in the report.
6. In the lower right of the columns tab, you can choose your output format.
7. Click GENERATE to run the report.

If you chose to print/spreadsheet the report, the results are displayed in the main section of the Report Output Window. Use the scroll bars on the bottom and to the right of the report to scroll up and down; left and right.

On the right side of the Report Output Window are actions that can be performed for the report.

1. Click on PAGE SETUP to set your printer and paper size and orientation.
2. Click on PREVIEW to preview the output. Do not send the report to the printer from this preview window, it will only send the first page to the printer.
3. To change fonts, column sizes etc., click CUSTOMIZE. The report will be displayed in 4D View, Roll Call’s spreadsheet program. Make your modifications here.
4. Click on PRINT to send the report to the printer.
5. Click ZOOM IN to make the font in the report larger on your screen.
6. Click ZOOM OUT to make the report font smaller on your screen.
7. To save the report as a tab delimited file or html document, click SAVE. Enter the location and name of the file to be saved.
8. Click SAVE SET to save the list of people for use later within Roll Call.
9. Click CREATE LABELS to create address labels (3 across 10 down size) for this list of people.
10. Click WRITE LETTER, to compose a mail merge letter to this list of people.
11. Click EMAIL to send an email to this list of people or to email the report to another individual. If you choose Email people, it will send the email to everyone listed in the report.