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Contact Reports

Contact Reports

Contact reports are used to gather contact information from teams and programs, including those that are historic. This type of report gives you the ability to define your search criteria and customize your columns based on the information you want returned.

Step 1 Choose a Team or Program

Scroll through list of programs and choose one or multiple programs

  • For multiple selections hold command or shift and click multiple

OR

Scroll through list of teams and choose one or multiple team

  • For multiple selections hold command or shift and click multiple

Note: You cannot choose programs and teams to collect data on in the same report

OR 

Choose a group of teams or programs

    • All active teams
    • Historic teams
    • All teams including historic
    • All active programs
    • Historic programs
    • All programs including historic

Contact_Step_1.png

 

Step 2 Choose optional filters

Choose additional optional filters

  • Role
  • Grade
  • Name
  • Birthdate range
  • School Name

Contact_Step_2.png

 

Step 3 Current Report Columns

Current report columns are listed in grid

  • Rearrange order in which columns are displayed by clicking column name and dragging to desired placement
  • If you want to remove preselected columns from Current Report Columns drag and drop into the Additional Column Options field 

 Contact_Step_3.png

Step 4 Additional Column Options

Allows for ability to add columns to the current report columns

  • Additional columns are shown to select from
  • Add to report by grabbing and dragging to the Current Report Columns grid
  • Drop in desired placement

Contact_Step_4.png

 

Step 5 Save Report, optional but suggested

Allows for you to save the report exactly how you have run it to use in the future

  • Choose to save report
  • Assign a name to the report
  • Enter notes about the report and what is used for
  • Report is then saved under your Dashboard Report Library

 

Step 6 Run Report

 

Step 7 Options after running report

Use search bar to find more specific information within returned report results

Export to CSV

  • Provides ability to export report to CSV file, which can be used in Excel format

Email from Report

  • Provides ability to compose and send email to those included in report
    • You can select all people in report, none, or check the boxes of those you would specifically like to communicate with
    • Also allows you to send to additional recipients outside of the report
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