Related Parties Report
This report shows contacts and all the related parties they are in during a specific time period. It lists the contact name and the assigned borrowers. It uses the Assignment Date to select contacts for the report.
Company List
This report shows a list of companies and their associated contacts. It groups companies by address. It uses the Contact Create Date to select records.
Contact List
This report lists the contacts in the Contacts database. It uses the Create Date to select contacts.
Contact Profile
This report shows the information of the contact currently displayed. It does not use a date range to select people. However, you can edit and preview the report.
Group Report
This report uses the Group field to summarize your contacts. It uses the Create Date to select contacts.
Lead Detail Report – Shows all sales activities by lead, such as calls made and received, email and letters sent, interviews conducted, and tasks and appointments.
Lead Stage and Call Report – Summarizes leads by sales stage and call results.