Contacts Reports Use Case:  View all parent businesses and their related child businesses

1. Using the Contacts Report, click on the Fields to Display. Configure the standard report filters as needed for your database contacts (such as selecting only Business-type contact records). The information related to child businesses will be listed in the Child Contacts section of the available fields.

   

2. To include the name of the child, scroll to the Child section of available fields and select Child Name. All of the fields listed in the Child will return information related to the child, for example, Role: Child Email Address will return the email address of the child business.
3. To omit any contacts without Child businesses, add Child Name Is Not Empty to the Additional Criteria/Filters.

   

4. For best results, summarize your report by Contact Name.

   

5. Click Run Report.

   

See the following for Common Report Functions:

• Export Reports
• Email Reports
• Add Report Contacts to a List/Committee
• Mailing Labels
• Save a Report as a New Report
• Save a report as a Favorite Report
• Report Filtering Options