Summary
Learn how to filter contacts, run the Contact Detailed report from the library, and print or download the report to share the list of categories assigned to each contact.
This article covers:
- About generating a contact list with categories
- Generate the contact detailed report
- Understand the output
About generating a contact list with categories
Generate a list of contacts and all their assigned categories using the Contact Detailed report. It begins by filtering your contacts, then running the report so you can print or download it.
Before you begin
Ensure you can access Contacts and Library in your MRI Box + Dice environment. If your agency uses saved “Favourite Filters,” you can select them to accelerate the workflow.
Generate the contact detailed report
To produce the report:
- Go to: Contacts
- In Filters, add or select the criteria (e.g., category, consultant, status)
- Select individual contacts or use the Select all checkbox
- Click Choose Report
- Select Contact Snapshot
- Click View Report
The preview shows the filtered contacts with their assigned categories (and other contact details)
- Click:
- Print - Opens the browser’s print dialogue, or
- Download - Downloads the report as a .docx file for editing or sharing
Understand the output
This report lists each contact and includes their assigned Categories, alongside core contact details (e.g., names and addresses). Categories are shown exactly as stored on the contact record, reflecting your filter scope.
What’s next?
If your team frequently reports on the same segment (e.g., Owners - No recent contact, Buyers in Region X), save the filter for easy access.