Contact List Report

  • Updated

The Contact List Report is a handy feature that simplifies gathering and assessing contact information pertinent to your business operations. Tailored for various needs such as reference checks, reporting requirements, or marketing initiatives, this customizable report can be altered to include specific contact types, property associations, and address details. By following the steps outlined below, you'll be able to efficiently generate and export a Contact List Report tailored to your needs in different file formats.

 

How to Access the Contact List Report

To get started with creating your Contact List Report, follow these simple instructions:

  1. From the main menu, select Reports.
  2. Locate and select Contacts List Report under the Other section.

 

Customizing Your Report with Filters

To refine the contacts shown in your report, you can apply several filters based on your specific requirements:

  • By Contact Type: Choose to include specific contact groups in your report, such as tenants, landlords, or suppliers.
  • By Type of Property: Filter to view contacts related to particular property types, whether residential, commercial, or industrial.
  • To Include Contact Address: Opt to add mailing addresses for your contacts, providing a complete overview.

 

Generating and Exporting the Report

With your desired filters configured, you have the flexibility to generate and export the report in a format that suits your activity:

  • Generate Report on screen: For immediate viewing on the platform.
  • Print as PDF: To obtain a hard copy or share a digital PDF file.
  • Download as a CSV file: Ideal for performing data analysis or importing into other applications.

Select the preferred output method after setting your filters.

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