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 searches 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
Advanced Search / Report Builder
BIGContacts provides flexible reporting options through Advanced Search, where you can:
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Filter contacts based on specific criteria.
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Create group emails or tasks for selected contacts.
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Generate and customize reports.
Standard Reports
BIGContacts includes built-in task reports to help you manage daily operations. To access them:
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Go to Reports in the main menu.
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Select Standard Report to view task reports and other system-generated insights.
Saving a Search for Future Use
If you frequently run the exact search, you can save it for quick access:
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Run an Advanced Search with your preferred filters.
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Retrieve it anytime to generate reports instantly.
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.