Overview of the Reports Tab
Below is a brief 7 minutes video that will give you a great overview of the entire Reports Tab.
- Advanced Search / Report Builder
BigContacts offers a variety of reporting options. The reports tab gives you the ability to perform advanced searches, create a group email or group task, create custom reports, and access a variety of system reports.
- Standard Reports
Also, since tasks are such a central part of our day-to-day business we have created a number of task reports that you can quickly and easily
- Saving a Search
You may want to save "Advanced Search" that you perform regularly. This will make it very quick and easy to generate this list/report in the future.