Reports Tab: How to Access and Use Reports in BIGContacts
The Reports tab in BigContacts allows you to create detailed reports, track important activities, and access saved reports for quick insights. It helps you analyze data, improve decision-making, and manage your workflow efficiently.
Why Use the Reports Tab?
Custom Insights – Generate detailed reports to track key metrics, sales performance, and customer interactions.
Quick Access to Data – Save frequently used searches to pull reports instantly without repeating steps.
Task & Activity Tracking – View standard task reports to monitor progress and improve productivity.
Below is a brief video to give you a great overview of the Reports Tab.
How to Use the Reports Tab
Create Report
BigContacts provides flexible reporting through the Create Report feature, where you can:
- Filter contacts using specific criteria
- Generate targeted contact lists
- Create group emails or tasks
- Customize and analyze reports
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).
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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
Saved Reports
If you frequently generate the same report, you can save it for future use:
- Create a report with your preferred filters using Create Report
- Click Save Custom Report to store it
- Access it anytime from the Saved Reports section
By using the Reports Tab, you can gain valuable insights, track tasks efficiently, and make informed decisions without manually searching for data every time.
Please contact our support team if you encounter any issues or questions.