Manager / Contact Report

Overview

The Contact/Manager report provides an interactive listing of Contacts that have been created in BrightMove within a specified time frame. The report is constrained by create date, that means that it reflects the date contact was CREATED in the BrightMove system.

The report includes the contact's first and last name, Client and client office, department, status, territory, and sales account classification. The fields displayed in the report may be changed by the user to reflect only what they find the most useful.

How to pull the report

1. Open the reports page by going to Quick Links menu>Reports. Select Manager Report under the Manager Reports section.

2. The default time parameters of the report are contacts created within the last thirty (30) days. A new beginning and ending date may be selected from the calendars provided.

3. Clicking on the Search button will perform a new search of the database and display a new result set for the report.

4. This report may be exported to Excel by choosing the "Export to Excel" option.

The information that is displayed on the report may also be adjusted. The user may highlight the titles of the fields they would like leave off of the report, and move them with the back and forth arrows provided from the "Selected Columns" box to the "Available Columns" box. The fields listed under "Available Columns" will not be present on the report.

Troubleshooting

If you do not see this report in your Report suite, please notify your Administrator to request the report be enabled.