Organisation & Contact Reports

Reports are a great tool for gathering data on the stakeholders in your system. You only need to make a Report once, after which it can be used by you and your colleagues to quickly export data and analyse your stakeholders. This article explains how to create and run Reports within the Organisations & Contacts module.

Creating a Report

To add a new Report, you will first need to run a search. Once your search results have loaded, you will see a button above your results labelled Create Report. Click this to load the Report creation window.

This window will display your Report in full. You can see which Enquiries are included in the Report, as well as the details that will be included for each Contact (or Organisation). To change which details are included, click the cog icon on the column you want to change, this will then load the Column Settings menu.

In the Column Settings menu, you can decide which details are displayed for your stakeholders. Just drag the detail you want to display from the left-hand menu to the right-hand menu. Then click Confirm Selection. You can include as many columns as you need; unlike the Search Settings menu, you are not limited to just three columns.

To edit the filters that this Report uses, click Edit Filters in the top right-hand corner of the page. This will take you back to the search menu. Edit your search filters like usual, then click Continue Report. Your Report’s selection of stakeholders will update based on the new filters.

You can also apply a filter on a column-by-column basis; just click the filter icon on the column you want to filter. For example, you can filter the Job Title column to only include Contacts with a specific Job Title.

Click the Save icon (the floppy disk icon) to save your new Report. On the Save Report window, you can give the Report a title, adjust who can view the Report (Visibility Teams) and who can edit the Report (Owner Teams). Click Save to finish creating your Report.

Saved Reports

You can find all created Reports under the Saved Reports tab. This includes any Reports made by other users that have included you in the Owner Teams or Visibility Teams field. The Reports show their title and the type of record the Report includes (Organisations or Contacts).

To run the Report, just click on its title. From here, you can then edit the Report’s scope and filters. (Please note that you can only edit Reports for which you have been assigned in the Owner Teams field.)

You can remove a Report from your system by clicking the Delete option.

Exporting Reports

There are two ways to export your Report into a CSV file. The first is on the Report window, where you can see the Report displayed in full. An option labelled Export Results can be seen in the top right-hand corner; click this to begin your export. A percentage number will be displayed as the report is being generated, so you can see the progress as this happens.

Alternatively, on the Saved Reports tab, you can click the Export button to begin your CSV download.