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Exhibitor Activity Report
The Exhibitor Activity Report provides the ability to view event exhibitors. The report filters by exhibitor name, event date range and exhibitor type. * Click Reports in the Navigation Panel. (You can also access this report by using the dropdown next to the Add Registration button in the Attendees tab, OR b…
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. * Click Reports in the Navigation Panel. * Use the Quick Fil…
Inventory Valuation Report
Inventory Valuation Report The Inventory Valuation Report provides an understanding of the cost of the inventory and the potential profits from their sale. Total inventory value is calculated as the average cost of items in inventory multiplied by the stock of those items. To generate the Inventory Valuation Rep…
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 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 Filteri…
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 Business Is Not E…
Contact Information Report Example: Identify contacts whose emails are marked as Transactional Only
* Only Transactional Emails Equals True AND * Email/Phone/Website Equals Email . 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 Filte…
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 , make the following selections: * Contact Type: Agent * Contact Status: Active * Additional …
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 , 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 NRDSThe Contac…
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 . 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
Use Case: Find All Payments Made By a Single Contact Over a Specific Date Range
Using the Transactions by Contact Report , 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. * Click Reports in the left navigation panel and select Transactions by …
