Report Catalog - Members-Prospects Contacts

Report Overview

This report displays a list and descritpion of contact's you've had with either Members or Prospects.  When run, the report promopts you to enter a date range and to choose whether you want to display Contacts with Members or with Prospects. The information for this is determined on the General Tab of each Profile's Profile Record. The report includes the name of the Profile, the date of the contact, and the description and contact type.

Benefits

Communication is the key to success.  This report will help to avoid unreasonable time to pass since your last contact with member's or prospects, minimizing the chance of them "falling through the cracks".

How to Run

From the File Menu, choose Reports > Contact Reports > Members - Prospects Contacts
Upon running the report, it will prompt you for the following parameter(s):
reports_contacts_membersprospects_parameters.gif
  • Would you like to see contacts for Members or Prospects (Member or Prospects ) - Select the type of profiles) that you want to analyze.
  • Enter a Starting Date (Start Date) - Input a starting date.
  • Enter an Ending Date (EndDate) - Input an ending date.

 Results

Here is a sample of the report's output:
reports_contacts_membersprospects_results.gif
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.

Want some training on Atlas? Sign up today for one of our upcoming online training classes.