Chabad Management System - Customer Support
 
HomeKnowledge BaseReportingContact Details Report
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Article ID383
Created On12/9/2008
Modified12/14/2008
Contact Details Report

On the toolbar there is a button for a contact details report. This report brings up details about one or all of the contacts.

contactdetailsbutton

To run a contact details report, click on the button or go to Reports > Contact Report and choose Contact Details from the Report drop-down menu. This is a report where you can easily choose which details to show on the report including transaction, family members, programs, occasions, history and notes. When you run this report, another screen pops up first asking you which contacts to include and what information to output to the report.

contactinformation

Who should appear on the report: Choose either Current Contact or All Contacts. Clicking the Select button will return you to the main Contact Report screen where you can choose the criteria by which to define the contacts. What should appear on the report: Check off the information that you want to appear on the report.
When you are done, click on OK.

contactdetailreport