Contacts Information Report

To access the Contacts Information Report, open the Reports page from the left-side menu. Here you can find the respective card in the Rental / Financial / Calculators section (if the “swimlane by type” is enabled) and will be able to mark a report as a favorite to move it to the top of the section.

The Contacts Information Report displays the contact information of tenants, owners, vendors, and service providers. The Contacts Information Report allows you to create flexible reporting based on the information you have added to the profile of your contact.

Please note!
The report cannot be shared with the owner. 

Icons in the top right corner of the page indicate the following:

Info Tip: Hover over it to read a brief report description.
Sharing options: Hover over it to see if an owner has access to it.
Help: Click on this icon if you want to read the complete article on how to use this report.

When generating the Contacts Information Report, you can adjust the following criteria:

Category
Tenant type is selected by default. You can also select these other contact categories: owner, professional, and provider.

Optional Columns
You can check boxes of additional columns you want to add to the report. Each contact category has different optional columns: middle name, email, address, phone #, website, fax #, and category.

Grouping
Additionally, you can enable/disable the “Grouping by status” option. This option allows grouping by contact status: moved in, no lease, or archived. Sort within a group by contact last name A-Z.

Please note! 
The Contacts Information Report is formed without a date range. It includes information as of the date generated.

Preview the report
The Preview button gives you the option to preview the complete report as a PDF file in a new tab. You can go through it and download it if all is correct, go back and adjust other settings, or just close the tab.

Downloading the report
Click the "download" button to generate the Contacts Information Report. The report is generated into one file, and you can download it as an Excel or PDF file. The "preview" and "download" buttons will be inactive if there is no information on the chosen criteria or you have no properties added.

The sample of the report:

Last updated:
Sep. 20, 2024