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

• Faster Decision-Making: Access key data instantly instead of sorting through raw records.
• Accurate Performance Tracking: Get structured reports with relevant filters applied, reducing manual errors.
• Seamless Data Export: Download reports in PDF or Excel format for deeper analysis or sharing with your team.

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). 

 Click Save as PDF.

4. Convert to Excel (Optional)

If you need spreadsheet data:

• Use a reliable PDF-to-Excel tool
• Upload and convert your file to .xlsx
• Open it in Excel or Google Sheets for further analysis

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