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Showing articles from reports tag

Contact Information Report Example: Identify contacts whose emails are marked invalid and the reason

* Email/Phone/Website Equals Email **AND** * Validity Status Not Equals Verified ![][1] See the following for **Common Report Functions**: * [Export Reports][2] * [Email Reports][3] * [Add Report Contacts to a List/Committee][4] * [Mailing Labels][5] * [Save a Report as a New Report][6] * [Save a re…

Contact Information Report Example: Identify contacts whose emails are marked as Transactional Only

* Only Transactional Emails Equals True **AND** * Email/Phone/Website Equals Email**.** ![][1] See the following for **Common Report Functions**: * [Export Reports][2] * [Email Reports][3] * [Add Report Contacts to a List/Committee][4] * [Mailing Labels][5] * [Save a Report as a New Report][6] * [S…

Contacts Report Use Case: See the Primary Contact (Broker) for an Agent's Primary Office

To view a report of your agents along with their office and the primary contact (usually the broker) for the office you can use the Contacts Report: For this example, we will apply the following criteria: * **Contact Type: Agent** * **Contact Status: Active** * **Additional Criteria/Filter:** **Primary Busines…

Contacts Report Use Case: View all contacts who have expired licenses

If a valid license is required for membership, it is important to track and review license expiration dates. You can view your members license expiration dates using the **Contacts Report**: Using the **[Contacts Report][1]**, make the following selections: * **Contact Type:** Agent * **Contact Status:** Active …

Contacts Report Use Case: View a list of active agents who are not set to sync with M1

Mistakes happen- let's run a report to see if any of our active agents are not set to sync to M1. Using the [**Contacts Report**][1], set up the following criteria: * Contact Type: Agent * Contact Status: Active * Additional Criteria/Filters: **Sync with NRDS Equals No** * Fields to Display: add **Sync to NR…

Contact Information Report Example: Identify contacts whose emails are marked as Do Not Contact

* Do Not Contact Equals True **AND** * Email/Phone/Website Equals Email**.** ![][1] See the following for **Common Report Functions**: * [Export Reports][2] * [Email Reports][3] * [Add Report Contacts to a List/Committee][4] * [Mailing Labels][5] * [Save a Report as a New Report][6] * [Save a repor…

Code of Ethics - Agents

The **Code of Ethics - Agents** report provides you a way to identify and notify agents who have not completed their required code of ethics course for the current period so that they are not suspended and can remain members of your association. GrowthZone will track cycles, and allow you to filter to the current cycl…

Use Case: Find All Payments Made By a Single Contact Over a Specific Date Range

Using the [Transactions by Contact Report][1], you can display all payments received from a contact, over a specific date range. This could be helpful if a contact needs a record of all of the payments they have made to you for tax purposes. 1. Click **Reports** in the left navigation panel and select **Transaction…

Event Sponsorships By Contact Report

The Event Sponsorships By Contact Report provides the ability to view sponsors with various filters. The report allows you to filter by event date range, event category, calendar, event name, membership category, and to filter by displaying contacts. 1. Click **Reports** in the Navigation Panel. 2. Use the Quick…

Use Case: How Many Invoices Are Still Open

You can use the [Transactions by Contact Report][1] to find out how many of a batch of invoices are still open. 1. Click **Reports** in the left navigation panel and select **Transactions by Contact Report**** **OR go to the **Billing **module **Overview** tab and select **Transactions by Contact Report **in the ri…

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