Contact - List Report

With the Contact - List report, you can print a list of all your contacts. The report includes details about the type of the contact, related opportunities and to-dos.

If you want to include more information, you can select additional fields to be included in the report. To do this, in the Field field, press F3, click the AssistButton and then select the relevant field(s). You can set filters on any of the fields. If you do not set any filters, the report will include all your records.

To print the report, click the Print button. To see the report on screen, click Preview. If you want to save your report and print it later, click Cancel (the program automatically saves your report).

To filter the information in the report, in the Filter field, fill in the relevant information as follows:

Contact tab

No. field: Enter the numbers of the contacts you want to include in the report. If you leave the field empty, the report will include all your contacts.

Search Name field: Enter the search name(s) of the contact(s) you want to include in the report.

Type field: Select the type of the contacts (company or person) you want report to include.

Salesperson Code field: Enter a salesperson code if you want the reports only to include contacts assigned to that particular salesperson/purchaser.

Post Code field: Enter a post code if you want the report only to include contacts in that particular geographical area.

Country Code field: Enter the country code of the contacts you want the report to include.

Click the up-arrow in the lower left-hand corner of the window to see the table with the result of the filters you have set for the report.

To sort your records in descending or ascending order (for example, numerically or alphabetically) using one of the fields in your report, click Sort. In the Sort window, under Key, select the relevant field and under Order, select Ascending or Descending and then click OK.

Related Topics

Entering Criteria in Filters