Contacts Analysis

Owned by Stephanie Pepper (e-manage|ONE)
Last updated: Dec 16, 2020 by Melanie Eubanks
2 min read

This report will give you Contact Information in a Grid Listing that can be used for analysis and marketing.

You can choose from several different criteria options using the left panel to select items such as specific Contact Types, Market Types, and more. You can also use the middle section to select Contacts based of critical dates such as Creation Date, Last Order Date, and more. You have the option to include specific criteria for contacts that have been Deleted, Is On the Mailing List or that Has a Work e-mail Address noted in their contact record.

From within the grid you can group items, filter down, create summaries, sort, export the data and more. See here for more information on how to customize grids.