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Family Report

Redtail CRM offers you a large number of Reports to assist you with quickly accessing information that is relevant to your day-to-day operations.  One such report is the Family Report, which will allow you to see all contacts tied to another contact via a Family relationship. 

To access the Family Report for a contact, go to their record and click their Common Tasks icon:

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On the resulting Common Tasks modal, click Run a Report: 

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You'll then see a Reports modal. Select Family Report: 

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This will download a Family Report pdf for the client that includes Relationship, Contact Name, Status, Category, Date of Birth and Age for each member of that contact's family.

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