Proposals Reports - client summary report – Cendyn

Quickly create a client contact list.

Select a Property

If you have access to more than one property, select a property from the drop-down menu. This step is unnecessary if you have access to only one property.

Select Reports

Select Reports.

Select Summary

Select Proposal then Summary from the list of reports.

Choose to sort by either Company or Last Name. Select Submit.

A report will be generated that includes your clients' Last Name, First Name, Company, Phone and Email.

Note
You will get the same results whether you choose to run this report for Proposal or Card.

Note
If you have Admin permissions, you are able to create reports on behalf of your staff members.

To continue learning how to create a Proposal view the articles below -

Proposals Reports - count to date report
Proposals Reports - count per client report
Proposals Reports - export and refresh reports
Proposals Reports - count by date range report
Proposals Reports - count by user report
Proposals Reports - count by year report
Card Reports - count by user report
Card Reports - count by date range report
Card Reports - count by year report
Card Reports - count per client report
Card Reports - count to date report

Create Your Proposal help

Proposals Reports - client summary report

Select a Property

Select Reports

Select Summary

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Create Your Proposal help

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Select a Property

Select Reports

Select Summary