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How are Contacts reflected in reporting?

Updated over 2 months ago

Users with the Administrator and Auditor role have access to a reporting tool.

An Organisation's Administrator can set up new reports to suit their needs.

This is how you create such a report:

  • On the Reports page, start creating a new report by clicking on the "NEW REPORT" button:

  • In the first step, select "Contact" and click on NEXT:

  • In the second step, specify the filters and click on NEXT:

  • In the following screen, you are free to select the columns you want to be visible:


    When ready, click on NEXT.

  • In the final screen, name your report and click on CREATE:

  • You'll now see all Contacts for filters set in the second step:


    Such reports can be scheduled, printed or downloaded as a .csv file.




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