Saving a Report in BigContacts (Custom Reports)

If you frequently generate the same report using Create Report, you can save it as a Custom Report for quick access. This eliminates the need to reapply filters every time.

Benefits:

• Faster Report Generation: Instantly access pre-filtered contact lists without setting up filters again.
• Consistent Results: Ensure the same criteria are applied every time, reducing errors or missed records.
• Improved Efficiency: Quickly retrieve reports for follow-ups, outreach, or analysis.

Example

A sales coordinator needs a weekly report of leads added in the past seven days. Instead of configuring filters each time, they save the report as a Custom Report. Now, they can access it from the Saved Reports section and generate results within seconds.

How to Save a Report

Step 1: Create Your Report

Use the Create Report feature and apply the required filters to generate your contact list.

Step 2: Save Custom Report

In the Manage Results section, click Save Custom Report.

Step 3: Enter Report Details

A pop-up will appear. Enter a name for your report and click Save Report.

Step 4: Access Saved Reports

To reuse the report, go to the Reports tab and select Saved Reports at the top of the screen.

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