Reporting: Phone Lists
- Go to: Communicate >> Create Phone List
- Search for the desired profiles (See: Search)
- Select the desired File Format (PDF, DOCX, DOC)
- Select the desired Paper Size
- Select the Sort order from the droplist
- Optional: Enter a name (Title) for the file (or use default; phone list)
- Click the [Download Phone List] button
- Save the downloaded file to your computer or open it and print it
TIP:
If you want additional information to appear in your report, you can go to: Reports >> Exports / Excel Reports >> Personal Profile Export. You will be able to select what information to appear in your report.[contentblock id=1]