Reporting: Phone Lists

  1. Go to: Communicate >> Create Phone List
  2. Search for the desired profiles (See: Search)
  3. Select the desired File Format (PDF, DOCX, DOC)
  4. Select the desired Paper Size
  5. Select the Sort order from the droplist
  6. Optional: Enter a name (Title) for the file (or use default; phone list)
  7. Click the [Download Phone List] button
  8. Save the downloaded file to your computer or open it and print it


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.

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