The Directory Contact Report provides you the ability to generate a list of your contacts listed in the directories set up in your GrowthZone software. For example, if you provide a list of the directory for a print version, you can easily export the details into Excel.
- Click Reports in the Navigation Panel
- Use the Quick Filter
or the Customize Filter
to apply the Contacts category.
Using the Quick Filter to select the Contacts category. - Select the Directory Contact Report.
The Directory Contact Report - (Optional) Select your search filtering criteria.
- Contact Type:
- Directory:
- (Optional) Enter any Additional Criteria/Filters as needed. Click the small plus
on the left to add additional criteria/filters. Since we're focusing on directory listings and contacts, let's look for contacts that are missing their description in the listing and select Description Is Empty.
Adding an additional filter of Description Is Empty - (Optional) Select Display Options. The report is set up with default fields to display; you may add or remove fields by clicking on the Fields to Display drop-down arrow and searching or scrolling for the field you want to include. To add a field to the display options, enable the checkbox to the left of the field name. In our case, Description was already a default field, so there aren't any adjustments we need to make.
This report's default Fields to Display - (Optional) Select Summarize By criteria. This optional field allows you to select how you wish report results grouped. (Summarize options are listed alphabetically in the dropdown, but recently/commonly used selections will "stick" to the top of the list.) For this report, we don't need to group our results, so we'll leave this blank.
The report's Summarize By option - Click Run Report.
Report results showing contacts missing a Description in their directory listing
For these results, you may want to add these contacts to a list and send them messaging encouraging them to log into the Info Hub to update their Directory Listing Descriptions.
See the following for Common Report Functions: