All Reports in BigContacts

 

The All Reports section in BigContacts provides pre-built reports that help you monitor key activities and performance metrics without manual setup. These reports simplify data analysis, making it easier to monitor performance and trends.

 

Benefits

 

 

 

Example

 

A manager wants to review team activity and track task progress. Instead of creating a custom report, they open All Reports, select the relevant report, and quickly review the data. They export the report to share insights with their team and identify areas that need attention.

 

 

How to Use All Reports

 

1. Access Reports

 

Click the Reports tab in BigContacts and navigate to the All Reports section.

 

 

2. Select & View a Report

 

Choose a report based on what you want to analyze, then review the results on your page.

 

 

3. Export Your Report

 

Click the Print button at the top right and use your system’s print option (Mac or Windows). 

 

Export options screenshot

 Click Save as PDF.

 

Excel report preview

 

4. Convert to Excel (Optional)

 

If you need spreadsheet data:

 

Please contact our support team if you encounter any issues or questions.

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