Select a topic:

Choose from one of the topics below to browse other articles

Articles & Information.

Adding a Contact to a Report via the Contact Record

Last updated by Rich Orr on July 18, 2017 13:02

If you wish to manually add more contacts to a report that don't necessarily fit the criteria which you originally selected but you believe they should be added to that report, you can. If for example they live on the border of the two counties and wish to add them to two reports for those separate counties you can - within the contact record we have given you the ability to overwrite the criteria and add them. 

Click on 'Contacts', which is found on the sidebar to the left hand side of the screen and find the relevant contact you wish to add by using the search facility. Once you have found the relevant contact click on them to open up their record. 

Towards the bottom of the page, there are seven tabs; 'Contact History', 'Interactions', 'Groups', 'Automation', 'Organisations', 'Leads/Sales' and 'Other' - under the Other option you will find - Documents, Service Tickets and Reports. Click on 'Reports' to continue.


Under 'Reports', you will see a drop-down box with all your reports listed. Select the one you want and click on 'Add to Report'.