Displays a list of contacts from a particular area or source depending on the report filters you choose
The sales team can use the report …
To create lists for prospecting
To create email blasts, such as special offers, or special events in the area
To look for contacts to visit on a sales trip
Send invitations to customer events
To run the report, follow these steps:
At the Home Page, click on the ‘Reports’ tab, ‘All Folders’ on the left side, and click on ‘Thynk Reports’.
Look for the ‘Contact Listing’ Report and click on it to open it. When you open the report, it will run based on the filters the report was created. It will show you all accounts, created date = all time, all owners, lead source, etc.
As in all reports, you can change the filters by editing the report. To do this, click on the arrow down next to the ‘Edit’ button and ‘Save as’ to save it as a new report to keep the original report unchanged.
At the next window, name your new report and complete the ‘Report Name’, and ‘Report Description’ fields. The ‘Report Unique Name’ will be auto generated. Select the report folder and ‘Save’.
On the next screen, on the left, click on the ‘Filter’. For example, if you want to see a different ‘lead source’, you can select it. If you wish to delete any filter altogether, click on the trash can icon. Click on ‘Apply’ for the filters to be saved.
To add columns or move them, click on the ‘Outline’ on the left of the report edit screen. To add a column simply type in the field name in the ‘Add column’ search bar. To delete a column, click on the x.
To move a column to the left or right, click on the field name you want to move and drag it up or down.
To sort a column, click on the down arrow on the field you want to sort, and select your sort.
As in all other reports, to change the chart, you can click on the chart icon and select from your chart options.
‘Save’ any change you make. Remember you can ‘Save As’ here as well by clicking on the down arrow on the right of ‘Save’. ‘Save & Run’ allows you to save and run the report in one click. If you click on ‘Run’ you are merely running the report and you can check if you like the edited version, but remember to save it if you do want to keep it.
To add the new report to your dashboard, click on the down arrow next to the ‘Edit’ button. And click on ‘Add to Dashboard’.
The following information appears on your report:
The standard report shows you the Total Records = total number of contacts according to the report filters. As you know, you can edit those filters to customise your report.
The basic fields are: Account Name, First Name, Last Name, Title, Phone, Email, Contact Owner, Account Owner, Billing City, and Billing Country.
You can click on the email to send an email to a specific contact from here by clicking on the email link, without having to open the contact first.
And as always, you can click into the records by clicking on the blue links.