How do I Generate Contacts List for a Period?

Updated on September 10, 2017 11:05PM by Admin

Contacts app has many default standard reports. You can view the detailed report of contacts for a particular period using option called "Contacts List".  Here you can give the criteria, for instance the type of contact, contact category as well as the time period.  This will list all the contacts records as per the criteria. And if you want to export them to an excel sheet, that too is possible. Carefully, go through the steps.

Steps to Generate Contacts Report

  1. Log in and access Contacts App from your universal navigation menu bar.
  2. Click on “Reports” icon located at the app header bar.
  3. You can view List of Reports. 
  4. Click on “Contacts List” from the list.
    Contact list
  5. Provide the following:
    • Category - Select a category from a predefined list.
    • Type - Select a type from a predefined list.
    • Created on Start Date - Start date.
    • Created on End Date - End date.
  6. Click on “View Report” button to view reports in dashboard itself.
    View Contact list 
  7. Click on “Export” button to view report in spreadsheet.
    Export Contact List

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