Click the Standard Reports option under the Reports menu from your top navigation menu to see all of the available standard Reports within your database:
When your Standard Reports page comes up, you'll notice that Redtail's default reports are divided into several categories. You can click on any of the individual Report names from within any of those categories to view a specific report. To get more use out of Reports, use the grid system to filter, sort and group the content in the reports on the fly. The grid allows:
- Reordering information by sorting and grouping
- Showing additional columns
How to use the new grid:
- When in a Report, hover over the header row item you would like to filter or sort, then click the arrow that appears within that header. In the example below, we've clicked the arrow in the Product header:
- Sort Ascending / Descending will arrange the items in the column alphabetically from A to Z or Z to A or in terms of value.
- The Columns option will allow you to check off the columns you want to appear in your grid. Column options are different for each report.
- Group By This Field will allow you to group all the items in the grid by the field you have chosen the dropdown for. (For example: Show all accounts for each client — or show all clients under each account company). An example of accounts grouped by client is shown below:
- Show in Groups will collapse the items in each of the groups by default. Clicking the plus sign in the grid next to an item will expand the group.
There are many different reports available to help provide you with important data about your Contacts. The main reporting sections are shown below:
Within each of these sections, you may have multiple reports available. Below are screenshots of the reports available within each of these sections. You can click on any of these reports within your database to see actual examples of the Reports themselves. You can click here to download a file detailing what can be included in the export for each of these Reports that includes export functionality. Note: the data that is included in your export for any of these reports is contingent upon what Columns you have elected to display prior to selecting the Export option.
Each of these Accounts Reports includes an Export option, with the exception of the Accounts by Agent Name and Accounts by Agent Number reports. The Accounts by Company report also has an option to send contacts returned in the report to your Advanced Search page. You can learn more about working with the Accounts Unlinked report here.
Each of the Activity Reports will allow you to filter your results using several parameters:
Note as well the Export to PDF and Send to Search options beneath your filter options. The Export to PDF option will open up your Activity Report in a pdf suitable for printing. The Send to Search option will allow you to send any contacts attached to activities that meet your Filter parameters to your Advanced Search page (presenting you with more options for working with those contacts).
Each of these Contact Reports includes an Export option as well, allowing you to manipulate the data in Excel.
The Email by Contact report allows you to search archived emails based upon date range, contact name and the subject field, using the Filters box to the right of the report.
The ability to search the body of the message for keywords and phrases and to search by email address is not available in this report. Also, you need to select a contact record in order to perform a search. This report provides you with an easier way to locate an email linked to a contact's record without having to flip through the each page of 25 emails displayed within the Email History widget for a contact.
Right-clicking a specific email will provide you with two options here:
You can "Download Original Message" in .eml format or click View Message to see the email in an Email Message Viewer. Note: double-clicking an email message here will also open the email in an Email Message Viewer.
Please note that the Email Admin Viewing Permissions apply to this report - you can read more about Email Admin Viewing Permissions here (the relevant portion is the last section of the linked post).
The Documents by Contact report will allow you to pull up a list of all documents that your database users have uploaded to CRM Document Storage. Displayed within this report you can see the Document Type, Title, Category, Account # (if tied to an account), File Size, Date Added and Contact Name. The Documents by Contact report will allow you to filter your documents using several parameters:
You can use the Name box to enter text - this will allow you to filter your Documents to include only those whose title includes the text you type here. You can also filter by Document Type. Once you've applied your filters to run the report, double-clicking any documents in your results will allow you to download and open them for viewing. Clicking on a Contact Name in the report will take you to the CRM Document storage area for that contact.
Note as well the Send to Search option beneath your filter options. This will allow you to send any contacts with documents uploaded to CRM Storage that meet your Filter parameters to your Advanced Search page (presenting you with more options for working with those contacts).
The Notes by Contact report will allow you to pull up a list of all Notes that your database users have entered within your database. Displayed within this report you can see the Note's Add Date and Time, the Note itself, the Category assigned to the Note, the contact to whose record the Note was added and the database user that added the Note.. The Notes by Contact report will allow you to filter your documents using several parameters:
You can use the Note Text box to enter text - this will allow you to filter your Notes to include only those that include the word or phrase you type here. You can also filter by Date, Database User and Note Category. Note as well the Options box beneath the Filters. This will allow you to export this data to Excel, to export it to a PDF or to send any contacts with Notes that meet your Filter parameters to your Advanced Search page (presenting you with more options for working with those contacts).
The Opportunities by Stage report includes an Export option as well, allowing you to manipulate the data in Excel.
Note that some of these Reminder Reports also include an Export option and/or a Send to Search option. You can read more about working with these individual Reminder Reports here.
To the right of this report, you'll see a Filters widget, which will allow you to filter Transactions by Comments, Database Contact, Trade Start and End Dates, Status and Type:
These reports will allow you to see 1) The top Account Companies in your database, in regards to AUM, 2) the top Contacts in your database, in regards to AUM and 3) the top referrers in your database. For each of these reports, you can look at the top 100, 50, 30, 20, 10 or 5.
User Defined Fields
In order to display any information in the UDFs By Contact report, you'll first need to select a Field in the Filters box and apply it:
You can read more about how to create and apply User Defined Fields here. Once you've created UDFs within your database, they will show up as options in the Field pulldown menu in this Filters box. Prior to clicking Apply Filter, you can either type in an associated Value in that box or leave that box blank. If any contacts have that associated Value tied to the UDF, they will be returned when you apply the filter. If you leave the Value field blank, any contacts who have any Value entered for that particular UDF will be returned. With your UDFs by Contact results, you have the option to export your data to Excel or to Send to Search.
In order to display any information in the Workflow Funnel report, you'll first need to select a Workflow in the Filters box and apply it: