- Select the Reports option available in the App Header to redirect to the Reports page.
- Here, you can generate several reports:
- Contacts List Report
- Contacts Activity Report
- Tasks – Contacts Report
- New Contact By Month
- New Contact Over Time
- Add the values in the fields based on the report selected and click the View Report button.
- The generated report can be exported in CSV format. Here, the report can be exported in two formats.
- All Fields – Exports data with the fields available only on the Reports page.
- Current View – Exports data with all the fields available on the overview page of the Contacts app.
Organized Reports was last modified: May 6th, 2021 by