Client Listing Report
The Client Listing Reports enables you to extract main contact details (i.e. Name, Address, Phone Number and Email) for all of your contacts added to Thread, within a specific date range, and can be filtered to report only on contacts that are Primary Clients.
Viewing and Exporting a Client Listing Report
1. Click the Reports icon in the bottom left pane of Thread.
2. The Management Reports tab will show by default. Select the User Reports tab
3. Click on Client Listing Report.
4. Click Primary Client if you wish to extract a report of primary client’s only and do not wish to report on All contacts. Click Time Period, then select a From and To date range.
5. Select Preview in the bottom right corner.
6. This will show you the Client Listing Report preview, which you can Print or Save by clicking the relevant icon.
7. Click the export icon and select Export to Excel or Export to PDF according to your preference.
8. The Client Listing Report will automatically generate in your preferred format.
Should you need to amend contact details for any contact/company, see also Creating and Deleting Contacts, Editing contact details, Creating Companies and Editing Company Details.
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