Reports

Phone List

Run a Report

  1. Go to: Communicate >> Create Phone List
  2. In the “Organization Filters” section, select the desired organizations to include in the search. If you have created Regions, your organizations will be displayed within their respective region. You can select individual organizations, some/all organizations in a region or all organizations in your enterprise.
  3. Search for the desired profiles (See: Search)
  4. Select the sort order from the droplist
  5. Select the desired file format (PDF, DOCX, DOC)
  6. Click the [Download Phone List] button
  7. Save the downloaded file to your computer or open it and print it.

TIP

TIP: If you want additional information to appear in your report, you can go to: Reports >> Exports / Excel Reports >> Personal Profile Export). You will be able to select what information to appear in your report.

Other Tutorials Related to Reports

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Hours
Mailing Labels
Trend Analysis Reports
Volunteer Profile Exports

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