Frequently Asked Questions - Contact Reports

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Q.  What are contact reports?

Contact reports are reports containing the information that you have recorded in SPS via the Contact Manager.   This includes standard contact information such as physical addresses, phone numbers, website addresses, email addresses, etc.   It also includes any custom fields that you have created using the Contact Attributes™ customization tool.

For more information, please view these additional resources.

Online Manual - Reporting    

Q.  What reports are available?

Virtually any report you desire is available.   SPS comes pre-loaded with several reports, but you are not limited to these.   Using the Report Builder, you can create as many reports as you wish.   Each of your reports can include the fields you want in the order you want--including your custom fields.

SPS also supports virtually any search criteria.   The information included on a report can be based on pre-defined filters or an adhoc search.

For more information, please see the resources listed above.

Q.  Can I get a report listing contacts based on certain characteristics?

Yes.   You can create custom filter screens using the Report Builder.    Using this functionality, you predefine the search characteristics for a report.   In addition, you can perform adhoc searches that will be formatted based on the chosen report definition.

For more information, please view these sections of the online manual.

Report Filters     Reports and adhoc searches

Q.  Can I use my custom fields in a search?

Yes.   Filters can be created using standard and/or custom fields.   In addition, the search or Find dialog contains an Attributes tab on which you will see the custom fields defined for the chosen category of contacts.   Any field on this tab for which you specify a value will be utilized as part of the search criteria.  

For more information, please view these sections of the online manual.

Report Filters     Reports and adhoc searches

Q.  How will my report appear?

When you execute a report, you have the options of HTML or Spreadsheet formats.   If you choose HTML, a new browser window will open.   The report will appear in the new browser window in a grid format.    If you choose Spreadsheet, the report will automatically load into your spreadsheet application such as Excel.  

For more information, please view these sections of the online manual.

Contact Reports     Output of reports

Q.  What is the difference between the HTML and Spreadsheet options on the Filters dialog?

HTML output will be loaded into a new browser window.   Spreadsheet output will automatically load into your spreadsheet application such as Excel.

   The spreadsheet format provides a convenient method for exporting information for further analysis.  

For more information, please view this section of the online manual.

Output of reports

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