Following along in MyCase is recommended as you read the article.
Overview
8am MyCase's Contact Report lets you view a report of your contacts, leads, and companies using various filters and grouping options. Looking to report based on your contact custom fields?
You can customize this report to include any contact custom fields you like, remove standard fields, and sort the table’s columns in the order you would like them to appear. Finally, you can filter this report by querying data based on your common standard fields.
How to run a Contact Report
Here’s how to pull the report in just a few clicks:
Click the Reports tab in the left navigation pane.
From the Case & contact reports sub-tab, select the Contact report.
In the top-right corner, click Customize report.
You can customize your report by:
Choosing specific columns, which you can also reorder.
Choosing specific filters including a number of data fields.
Once you have customized the report to fit your needs, click Run report.
What you’ll see:
The report breaks down each contact based on the filter(s) and columns you select during customization. In the example below, the user selected the First Name, Last Name, Email, Cases, and Contact Group.
Export Your Report
Click the Export, to download the report as a PDF or CSV.
Click the Printer icon to print your report.
To learn more about Customizing Your Reports, click here.