Summary
Learn how contact reports display selected contacts in either list or detailed formats, helping you access important information for communication and record-keeping.
This article covers:
About contact reports
Contact reports provide a way to view and analyse selected contacts from the Contact Search screen. These reports present key contact information in different formats, helping users review contact data and support communication and follow-up activities.
Reports are generated based on selected contacts and applied filters, allowing flexible reporting depending on your needs.
Available contact reports
- Contact call list report - Displays a list of all selected contacts along with their key contact information
- Contact snapshot report - Displays selected contacts with more detailed information for each contact
Generate contact reports
To generate contact reports:
- Go to: Contacts > Search
- Apply filters to build your contact list
- Select the relevant contacts
- Click Choose report
- Select the required report
What's next?
Learn how report subscriptions enable automatic delivery of reports based on your selected filters and preferences.
Articles in this section
- Generate and send online vendor reports
- Generate appraisal reports
- Generate contact reports
- Generate Lead flow reports
- Generate vendor reports
- Manage QR code check-ins and contact tracing report
- Manage report subscriptions
- Understand and view consultant or staff reports
- Understand different reports in Box+Dice
- Understand management reports