How to Create a Contacts Report

Generate a Contacts Report to create a list of contacts stored in your system. You can use the report to quickly view contacts by type and access the information you need in one place.

When to Use This 

• When you need a list of contacts in your system
• When you want to view contacts by a specific contact type
• When you need to quickly access contact information for reporting or reference

Permissions 

User Type with access to:

• Reporting 
• Statistics 
• Contacts 

Contact your clinic administrator if you don't have the required access. 

Creating a Contacts Report

1. Go to Reports
2. Under Statistics, select Contacts

3. Select a Contact Type

4. Click Create 

Result 

• A spreadsheet will be generated based on the Contact Type you selected. 
• The Contacts Report will include the following information:  
  • Number 
  • Title 
  • First and Last Name 
  • Contact Type 
  • Email 
  • Phone numbers 
  • Fax number 
  • Vendor 
  • Specialty
  • Company 
  • Address  

Related Articles 

How to Add a Contact

How to Set Up User Types & Edit User Type Permissions