The Contact Report feature allows users to view and analyze contact details directly from the 'Lists' tab in the left panel. Reports provide insights into contact data, tags, and activity, enabling better decision-making and tracking.
Accessing Contact Reports
Open your dashboard.
Click on the 'List' tab in the left panel.
Select the desired list to view its contacts.
Generating a Contact Report
Go to the 'List' tab.
Select the required list to reveal its contacts.
Use filters such as tags, lists, or members as needed.
Select contacts and export the data.
Key Features
Filter Options: Narrow down contacts based on tags, managers, or timeframes.
Export Reports: Download reports for offline use or sharing.
Data Insights: Analyze trends and data points to optimize workflows.
Using Filters in Contact Reports
Open the 'List' tab and select a list.
Use 'Filter by tag' to refine your contacts.
Select the relevant tags and click 'Apply' to view results.
Saving and Sharing Reports
Export contact lists directly from the 'List' tab.
Share reports with team members via email or downloadable formats.
Contact Access Permissions
Admins can export all contacts.
Managers can view or export contacts within their respective groups.
Agents can only view contacts they have added or purchased but can’t export.
Explore our other collections
Team Management Seamlessly manage your team and collaborate efficiently.
Deep Enrich