Creating a Prospect Report

There are three prospect reports available to help keep you organized and on top of your prospecting efforts — the Prospect List, Prospect Activity Report and the Excluded from Prospect List report. For the information included in each report, see "Prospect Reports".

To create a Prospect Report:

1. Open the Prospect List screen. How?

   • From the main menu, go to Calendar > Prospect List.

2. Click the Create Report action link.

3. There are three reports to choose from. Click any of the following reports to see steps on how to generate each.

• Prospect List Report

  1. Select the appropriate filter at the top of the Prospect List page to choose the prospects to include in the report. For example, if you want to print a report of prospects you have added manually, select the Manually Added button. To print a report of all prospects, select the All Prospects button.

  Notes: While you can choose a specific filter to determine the prospects that are included in your report, you cannot individually select records and then generate a report for the prospects you selected. You can also generate this report from the My Prospects tab on the Dashboard. However, only the prospects displayed on the My Prospects tab are included in the report.

  2. From the Report drop-down list, select Prospect List.

  3. Specify whether you want the report sorted by Name, Reason or Last Contact date.

  4. Click Done.

• Prospect Activity Report

  1. Select Prospect Activity Report from the Report drop-down list.

  2. From the Print Report for drop-down list, select the date range of the activities you want included in the report.

  3. Click Done.

• Excluded from Prospect List

  1. To print a report of all contacts you have chosen to exclude from your Prospect List, select Excluded from Prospect List from the Report drop-down list.

  2. Click Done.

  Note: If you excluded a contact and then later manually added it back to the Prospect List, the contact will still appear in this report.

4. 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:

  1. 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.

  2. 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.