Contact Report

The Contacts Report would be the spreadsheet version of the Communication grid if each Investing Entity had its own grid. This report returns a list of all of the contacts that have access to at least one folder for a specific Investing Entity. The report can be filtered by Investing Entity, folder, Investor, and date.

Steps

1. In the navigation bar, click Reports.
2. Click the tile that says ‘Contacts’.
3. Under ‘Investing Entity, search or scroll to select an Investing Entity.
4. If desired, select a folder, Investor, or apply a date range. 
5. The results will load as the filters are selected.
6. The results can be exported as a CSV file by clicking ‘Export’.
7. To reset the report, click ‘Clear Filters’.