Tip: For information on the where the reports are available from and a description of each report, see the "Contact Reports" topic.Contact reports can be generated based on either a group of contacts (summary reports or summary lists) or individual contact records (detailed contact report). Reports can be generated from the Create Report action link of the Contacts landing screen, the Contacts Summary screen, the Contact Record header (by clicking Print Report), or from the Search for Contacts screen.
Tip: For information on the where the reports are available from and a description of each report, see the "Contact Reports" topic.
To create a Contacts Summary report:
The process below describes how to generate a Contacts Summary report from the Contacts landing screen.
Open the
Contacts landing screen.
How?
From the Main Menu bar, click the Contacts icon.
In the Contacts section, click the Create Report action link.
From the Report drop-down, select the report you wish to create.
Tip: To generate a report for all of the contacts in your database, select All Contacts then click Done. Your Contact Summary report is created.
If you wish to specify which contacts you would like to see in your report, ensure “Selected Contacts” is selected and click the Search for Contacts button.
Use the Contact Search screen to find the contact(s) you wish to include in your report.
More Info:
To use a search template for your search, select it from the Use Search Template drop-down.
When defining the Contact Type(s), contacts that match ANY of the contact types you selected will be returned.
When defining the First Name, Last Name, Street, City, and Zip, any matching contacts must start with the same letters as the criteria defined; mid-field matches will not be returned in the search results.
When defining address information in general, the search engine will search through all primary, investment, and other properties for matches, but will only display the primary property address in the search results.
Click the Search button.
Your search results are displayed in the Search Results table. To adjust your search criteria and re-run the search, click the Expand 
icon in the Search Criteria section to display the search fields again.
Select the check boxes of the contacts for whom you want to create the report and click the Generate Report button.
Tip: To generate more than one type of report from the same search results, click the Generate Report & Create Another button. You can then click the Expand icon to display the search fields again or simply change the report that is being generated from the Report Type drop-down.
Once the report is generated you can:
Download the report to a
CSV(a simple file readable by virtually any database or spreadsheet program) or
XLS(a Microsoft Excel file) format.
More Info:
From the drop-down list box at the top of the screen, select the file format in which you want to download the report, and then click Download Report.
Click Open to view the report in the selected file format, or click Save to save the report in the selected file format.
Print the report by clicking the Print 
icon.
Save a copy of the report in PDF format to your hard drive or another location by clicking the Save 
icon.
To create a Detailed Contact report:
The procedure below describes how to generate a detailed contact report from the Contacts Summary screen.
Open the Contacts Summary screen.
How?
From the Main Menu bar, go to Contacts > Contacts Summary.
Select the contacts for whom you would like a detailed report generated.
Click the Create Report action link.
Use the Report drop-down to select from the list of Contact Reports.
Note: There are several reports that can only be generated from the Contact Record (and for an individual contact): the Incomplete Activities Report and Contact Notes.
Click the Done button.
Once the report is generated you can:
Download the report to a
CSV(a simple file readable by virtually any database or spreadsheet program) or
XLS(a Microsoft Excel file) format.
More Info:
From the drop-down list box at the top of the screen, select the file format in which you want to download the report, and then click Download Report.
Click Open to view the report in the selected file format, or click Save to save the report in the selected file format.
Print the report by clicking the Print icon.
Save a copy of the report in PDF format to your hard drive or another location by clicking the Save icon.
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