Reports List: Global Associates Report

Reports List: Global Associates Report

The Global Associates Report provides a list showing all contacts with connections listed on the Associates Tab. Associates are contacts associated with other contacts, including friends, family and business connections.

Choose Global Associates Report from the Reports > Reports List > Global menu. This will launch the Global Associates Report window.

The categories of associates appear in the left hand column. Choose one of these categories to see corresponding associates in the screen to the right. To further filter results, you may use a rule by selecting a Rule Category and a Contact Rule Number.

Click View Results to update the grid. You may also print your report by selecting Print.

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