AllClientsTraining Videos

Contact Reports

See your database as simple charts. Learn how to view contacts by category, filter by source, and see where your contacts came from and how many were added each month.

Transcript

Contact Reports

Contact reports show your database as simple charts. Open Reports, and you'll find them under Contact Reports. Click Category.

Each slice is one category, and pointing at a slice shows how many contacts are in it. To see only contacts from one source, pick it in Filter by Source. The chart redraws with just those contacts.

Under Reports, Source shows where your contacts came from. And New Contacts by Month shows how many contacts were added each month. Point at a month to see its total.