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How to create a general report in contacts app?

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Updated on October 18, 2023 12:18AM by Admin

The contacts app allows you to create General reports by letting you easily fetch the required information from all other records of the contacts app. You can Insert attribute and get the information for which you wish to generate a report. You can also export the report by downloading it in .csv format.

  • Login and access Contacts app from the Universal navigation menu bar.
 
contactsapp
 
  • Now click on More option from the app header and select Settings.
 
settings
 
  • Now on your left panel select Reports→ General Reports.
generalreports
 
  • The General reports page will open, you will find the Create button on your right side, click on it.
 
create
 
  • The Edit General Report page will open. Here we have given the Name of the General report as Basic Information.
  • By selecting the type of List layout you can decide which layout should appear for the General report. Here it’s selected as Overview.
  • With the help of the Criteria section, you can filter the attributes according to your requirements. By doing this you will be able to generate a report with the attributes that you wish to have.
  • Here we have added the condition as Assigned to and have set the value as = to Lia Mathews. So all the records that have the condition as Assigned to Lia Mathews will appear in the report.
  • Now click Update.
criteria
 
  • Once the report gets updated, Click on the Reports icon from the app header. The contacts list page will open.
reports
 
  • There you can find the Business Information report being updated along with the other reports on the left side of your panel.
businessinformation
 
  • Click on it and you will find View report option on the right side, click on it.
viewreport
 
  • When you click on it you can see all the reports that are assigned to Lia Mathews.
  • Click Export to download the report in.csv format.
export
 

Note:

  • The reports incorporates a "Privilege" feature, offering authorized access to designated individuals. Those who possess the necessary privilege will have the capability to access and review the reports.
  • You have the option to assign either a standard or custom privilege to the reports and allocate it to employees within various roles as needed.