About Reports

IXACT Contact comes with a range of valuable pre-designed reports that help you make better decisions about your marketing and business development.

Generating a report

To generate a report, click Reports in the top navigation bar.

The following reports are available. When you select one, you must define criteria, e.g. select the contacts to report on, or a date range, etc.

Section	Report	Description	Click the report name link and then define the criteria as follows:
Contact Reports	Card List	Contact card list	Select the contacts you want to include, then click View Report (see below).
	Phone List	Contact phone number list	Select the contacts you want to include, then click View Report (see below).
	Mailing List	Contact mailing address list	Select the contacts you want to include, then click View Report (see below).
	Birthday List	Contact birthdays by date	Enter the Start and End Date, then click View Report (see below).
	Property Purchase Date Anniversary Report	List of property purchase anniversaries by date	Enter the Start and End Date, then click View Report (see below).
	Contacts Who Do Not Accept Mass Emails	List of contacts set to not receive mass emails	Click View Report (see below).
	Business Directory	Business Directory listing	Click View Report (see below).
	Move In Date Anniversary Report	List of contact move in anniversaries by date	Enter the Start and End Date, then click View Report (see below).
Original Source of Contact Reports	Original Source of Contact Summary	Summary of contact sources by date	Enter the Start and End Date, then click View Report (see below).
	Referral History	Contact referral history by date	Enter the Start and End Date, then click View Report (see below).
Task & Appointment Reports	Outstanding Tasks	List of all incomplete tasks	Click View Report (see below).
	Appointment Summary	Summary of appointments by date	Enter the Start and End Date, then click View Report (see below).
Active Business Reports	Active Business	List of current Active Business listings	Click View Report (see below).
	Active Buyers	List of current Active Buyers	Click View Report (see below).
	Transaction Summary	Active Business Transaction Summary	Enter the Start and End Date, then click View Report (see below).

Tip: To print a comprehensive overview of a single contact that includes all of the contact’s profile information, as well as their complete contact history, open the contact record and click Print Profile in the contact header.

The Outstanding Tasks and Appointment Summary reports allow for the selection of the team member for the report. You can only generate the Outstanding Tasks report for other team members if they are sharing their task list. You can only generate the Appointment Summary report for other team members if they are sharing their calendar.

The various Active Business Reports also allow for the selection of a team member. If a team member is selected, the Active Business and Transaction Summary reports only include listings to which the team member is assigned as an agent. The Active Buyers report only includes buyers for which the team member is assigned as the buyer agent.

Printing or exporting a report

When you click View Report, the report is displayed with the following toolbar:

· To print a report, click the Print icon on the left.

· To navigate through the pages of a multi-page report, use the controls in the center of the toolbar.

· To open or save the report in PDF format, select Pdf from the drop-down list on the right and click the Save icon. When the File Download screen appears, click Open or Save.

· To open or save the report in Excel format, select Xls from the drop-down list on the right and click the Save icon. When the File Download screen appears, click Open or Save.

· To generate another report, click Back to Reports.