How to Generate Standard Reports?
Standard Reports give a user instant access to prebuilt views on activities, contacts, and opportunities without setting anything up first. They live under the Reports section in BigContacts.
What Is Standard Reports?
Standard Reports is a set of prebuilt report types grouped under Activity Reports, Contact Reports, and Opportunity Reports. Each type lists the most common reports a user needs, such as Activity Manager, Task Manager, or Today's Sales, and generates results the moment one is selected.
Why Use It?
Standard Reports removes the setup step when a user just needs to see common data fast.
- Need a quick read on today's closed deals? Click Generate Report and the common columns appear instantly.
- Only care about a couple of extra data points? Add or remove columns without leaving the report.
- Need to narrow results to a specific segment? Advanced Filter supports up to 5 conditions with AND/OR logic.
Example Use Cases
- A sales manager generates the Today's Sales report to review closed deals above a target value.
- A marketing coordinator runs a Contact Report and adds Contact Source as a column to see which channels lead conversions.
- An operations lead filters an Opportunity Report to deals in California above $8,000 to prioritize regional follow-ups.
Step-by-Step Instructions
Step 1: Open Reports and select Standard Reports.
Step 2: Choose a report category — Activity Reports, Contact Reports, or Opportunity Reports.
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Step 3: Click Generate Report next to a listed report, such as Today's Sales, to view it instantly.
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Step 4: Open the column list, select fields to add, such as Contact Source and State, then click Update.
Step 5: Use the All Time filter to select a date range and choose a Deal Owner.
Step 6: Open Advanced Filter and add a condition, such as Opportunity Value greater than or equal to $8,000.
Step 7: Add another condition, such as State equals California, and choose AND or OR to combine them.
Step 8: Click Apply to view the filtered report.
Step 9: Click the download icon to export the filtered report.
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Get an AI Summary of a Report
ProProfs AI reads the report open on screen and returns a plain-language summary, key insights, and a recommendation. Switch between Summary, Highlights, and Breakdown views without leaving the panel.
Step 10: With a report open, click the ProProfs AI icon above the report to open the AI panel.
Step 11: Review the AI output in the panel — the summary cards (Total Contacts, Assigned to [owner], Contacts with Email, Contacts with Office Phone), the key insights below them, and the Recommendation line; click any contact name the AI references to open that contact's profile.
Step 12: Click Regenerate Summary to refresh the summary, or switch to Highlights or Breakdown for a different view of the same report.
Pro Tips & Interactive Settings