Create & Save Report
The Create Report feature in BigContacts helps you find specific contacts using detailed filters and generate meaningful reports. Instead of manually browsing your database, you can quickly create a refined list that matches your exact criteria.
Benefits
- Targeted Search: Filter contacts using multiple conditions, such as status, last interaction, or custom fields.
- Flexible List Management: Create reports, export data, send group emails, or assign bulk tasks.
- Saves Time: Retrieve only the contacts you need instead of manually reviewing large datasets.
Use Case
A sales manager wants to follow up with leads marked as “Interested” but not contacted in the last 60 days. Using Create Report, they apply filters for Lead Status: Interested and Last Contact Date: More than 60 days ago to generate a list. They then assign follow-up tasks and add a shared note for the team.
How to Create a Report
Access Create Report
- Click on the Reports and open the Create Report section.
Set Your Filters
1. Select the fields to include in your search.
2. In the Filtering Conditions column, choose how to refine results:
- Contains: Finds contacts with matching text.
- Is: Requires an exact match.
- Is Blank: Finds contacts without data in the selected field.
- Does Not Contain: Excludes specific values.
3. Enter the Value to Match (e.g., a name, date, or category).
Run the Search
Click View Contacts to generate the list.
Manage the Results
Go to Manage your results section to take further action:
- Create a Group Task to assign follow-ups.
- Send a Group Email (up to 100 contacts at a time).
- Add a Group Note to document findings or team updates.
- Save Custom Report for future reference.
- Export to Excel for reporting or analysis.
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Save and Reuse Your Search Criteria
If you run the same type of search repeatedly — for example, contacts from a specific region or leads in a particular sales stage — you don’t need to set filters from scratch each time. Instead, use the Save Custom Report option at the bottom of the results page.
Once saved, your custom report can be accessed anytime from the Reports tab, saving time and ensuring consistency across your team’s outreach or reporting workflows.
This feature is especially helpful for:
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Recurring outreach campaigns
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Monthly reporting
-
Quickly accessing key contact segments without reapplying filters
Step 1: Create Your Report
Use the Create Report feature and apply the required filters to generate your contact list.
Step 2: Save Custom Report
In the Manage Results section, click Save Custom Report.
Step 3: Enter Report Details
A pop-up will appear. Enter a name for your report and click Save Report.
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Step 4: Access Saved Reports
To reuse the report, go to the Reports tab and select Saved Reports at the top of the screen.
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Please contact our support team if you encounter any issues or questions.