eProposal 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 eProposal 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 eProposal or eCard.

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

To continue learning how to create an eProposal view the articles below -

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

Create Your Proposal help

eProposal Reports - client summary report

Select a Property

Select Reports

Select Summary

0 comments

Create Your Proposal help

Search

Select a Property

Select Reports

Select Summary