Saving a Search in BigContacts (Custom or Saved Reports)
If you frequently run the same Advanced Search, you can save it as a Custom Report for quick access. This eliminates the need to reapply filters manually each time.
Benefits
Faster Report Generation: Access pre-filtered contact lists instantly instead of setting up the search from scratch.
Consistency in Data Retrieval: Ensure the same criteria are applied every time, avoiding errors or missing records.
Efficient Workflow: Quickly pull up reports for follow-ups, outreach, or analysis without repeating steps.
Use Case
A sales coordinator runs a report every Monday to track leads added in the past seven days. Instead of setting up the filters weekly, they save the search as a Custom Report. Now, they can generate the report from the Saved Reports section in seconds.
How to Save a Search
(CLICK HERE for information on how to perform an "Advanced Search".)
- After you have performed your Advanced Search you will have an option under the "Manage Results" section to "Save Custom Report".
- A window will open where you will injure the name of the report and then press the orange button labeled "Save Report".
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- Finally, after your report is saved you can access this in the future by going to the "Reports" tab and then selecting the tab at the top of the screen labeled "Saved Reports".
