Overview of the Reports Tab

Below is a brief video that will give you a great overview of the Reports Tab.

• Advanced Search / Report Builder 

BigContacts provides a range of reporting options. The Reports tab allows you to perform advanced searches, create group emails or tasks, generate custom reports, and access various system reports.

https://support.bigcontacts.com/article/685-advanced-search-report-builder

• Standard Reports

Since tasks are a central part of our daily operations, we’ve created several task reports that you can easily access under the "Reports" tab, then by selecting "Standard Reports."

https://support.bigcontacts.com/article/686-standard-reports

• Saving a Search

You may want to save "Advanced Search", which you regularly perform for easy access later. This will allow you to quickly generate the same list or report in the future.

https://support.bigcontacts.com/article/659-saving-a-search-custom-report-or-saved-report

Please contact our support team if you encounter any issues or questions.