How do I manage Reports?

  2. Contacts
  3. How do I manage Reports?

Reports contain a summary of all of the data that is related to Contacts, Entities, and Relationships.

Where can I find my Reports?
  1. Click the Reports menu option on the left. 
  2. Select the Report You need to look into like the:
    • Relationships Report
    • Entities Report
    • Contacts Report
    • Entities and related Contacts Report
    • Share Class Report
How can I customize a Report?
  1. Click Format on the right of the screen.
  2. In Format Cells you can customize the Format of cells and the text in them.
  3. Click Apply.
  4. In Conditional Formatting, you can customize the Style, The Font Size, The Color of the text based on the criteria that you specify.
  5. Click , to set additional rules.
  6. Click Apply.
  1. Click Options on the right of the screen.
  2. In the pop-up window, you can customize the Layout.
  3. Click Apply.
  1. Click Fields on the right of the screen.
  2. In the pop-up window, you can arrange and select the column you want to see in the table.
  3. Click Apply.
  1. Click the Name of the Column in the table.
  2. In the pop-up window, you can select which data you want to keep in the table.
  3. Click Apply.
When you customize a report and Save it, you can revert these changes by clicking Reset on the left of the screen or clicking Save As, to duplicate it. Tables can also be printed or exported to HTML, Excel, and PDF.
Contacts Entities Relationships Reports
Date Event
March 29, 2021