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Help > Reports >
Create report
  1. Select contacts

  2. Go to the reports area

  3.  Optional. Some report templates requires company information such as the Business Cards report template. Select company by clicking the black arrow as shown below.



  4. It will open a snippet of company lists where you can choose from. In the case where you have to use a company that is not on the list in the snippet, click the SELECT MY COMPANY TO USE IN CERTAIN REPORTS button to add a new company.

  5. Select what report template to use by clicking the report title from the reports list at the left side the reports screen.

  6. Set the scope of contacts to use: current contact or selected contacts



  7. Once you have selected a report, automatically, a sample view of the selected report will be displayed at the center.

  8. Clik the small preview at the center or the Preview Report button to view the report with the selected contacts.