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Create a Contacts Report

The CRM has many reports already built for you in the Reports section; however, you can also create your own Reports to view information about Contacts, Transactions, Tasks, etc..

To Create a Contacts Report in Lightning:
  1. Click on the Reports tab.
  2. Click on the New Report button.
  3. Click on the Accounts & Contacts folder.
  4. Click on Contacts & Accounts.
  5. Click the Create button on the far right.
  6. From here you can change the many features in the Report including the displayed fields or the filters.
  7. To remove all columns, click left side panel and make sure it’s showing the “outline” tab, click on the small down arrow next to “columns” and select “remove all columns”.
  8. Tab over to the “Filters” options in the side panel. Check the default filters for "Show Me" and "Date Range"
  9. Change that date by clicking on the date filter, and in the edit filter window, change the range from custom to “All Time” and the click apply. 
  • Examples of other filters:
            a.   Click the Add Filters field and start to type in a field name to filter by.
            b.    Select Group in the first pull down menu.
            c.    Choose Includes in the second pull down menu.
            d.    Enter the exact Group name in the box on the right, such as “Client”.
            e.    Click the OK button

      10. Once you are done making changing to the Report, Click the Save button.
      11. Enter a Report Name for your new Report.
      12. Choose a Report Folder from the pull down menu to save your Report.
      13. Click the Save and Run Report button to see the full results.
 
To Create a Contacts Report in Classic:
  1. Click on the Reports tab.
  2. Click on the New Report button.
  3. Click on the Accounts & Contacts folder.
  4. Click on Contacts & Accounts.
  5. Click the Create button on the far right.
  6. From here you can change the many features in the Report including the displayed fields or the filters.
  • Example:
            a.   Click the Add button and choose Field Filter.
            b.    Select Group in the first pull down menu.
            c.    Choose Includes in the second pull down menu.
            d.    Enter the exact Group name in the box on the right, such as “Client”.
            e.    Click the OK button

       7. Once you are done making changing to the Report, Click the Save button.
       8. Enter a Report Name for your new Report.
       9. Choose a Report Folder from the pull down menu to save your Report.
       10. Click the Save and Run Report button to see the full results.
 
TIPS:
  • The Add Filters button at the top allows you to narrow the information displayed in your report.
  • The Fields list on the left contains all the fields available for this report.
  • To move fields in the report just click on the field name, then drag and drop it where you want it.
  • The Preview only shows up to 50 records, click on the Run Report button to see the full results.
  • For more information, click on the Guided Tour or Video Tutorial at the top right of the screen.

​Watch the video below to see a demonstration of how to create a contact report:

Create a Contact Report from Jungo, Inc. on Vimeo.

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