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

BigContacts provides built-in reports to help manage daily operations. To access them:

• Go to Reports in the main menu
• Select All Reports to view task reports and other system-generated insights

Save and Access 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.