Overview of the Reports Tab


Below is a brief 7 minutes video that will give you a great overview of the entire Reports Tab.

  • Advanced Search / Report Builder 

BigContacts offers a variety of reporting options. The reports tab gives you the ability to perform advanced searches, create a group email or group task, create custom reports, and access a variety of system reports.


  • Standard Reports

Also, since tasks are such a central part of our day-to-day business we have created a number of task reports that you can quickly and easily  access under the "Reports" tab and then "Standard Reports"


  • Saving a Search

You may want to save "Advanced Search" that you perform regularly. This will make it very quick and easy to generate this list/report in the future.


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