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Contacts by Servicing Advisor Report

Redtail CRM offers you a large number of Standard Reports to assist you with quickly accessing information that is relevant to your day-to-day operations.  One such report is the Contacts by Servicing Advisor Report.  

To access the Contacts by Servicing Advisor Report, 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:


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On the resulting page, your Contacts by Servicing Advisor Report is accessible within the Contact Reports section:


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After clicking Contacts by Servicing Advisor, your report will open up, divided in groupings by whom Contacts have listed as their Servicing Advisor.  Here's a look at a sample portion of a Contacts by Servicing Advisor Report:


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To see the contacts for a specific Servicing Advisor, you simply need to click the plus (+) icon to the left of the Servicing Advisor's name (the number of Contacts with that Servicing Advisor is listed in parenthesis to the right of the Servicing Advisor name).  In the example below, I've clicked the plus icon to the right of Barbara Seaman:


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As you can see, there are three contact records within this database that are serviced by Barbara Seaman.  You can click their name to access their Overview page.  You can see the Contacts for any of the other Servicing Advisors listed by simply clicking their corresponding plus icon.

 

To get more use out of the Contacts by Servicing Advisor Report, use the grid system to filter, sort and group the content in the report on the fly. The grid allows:

  • Reordering information by sorting and grouping
  • Showing additional columns

How to use the grid:

  • When in the 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, I've clicked the arrow in the Category header:


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  • 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 from within which you have chosen the dropdown menu.  If you were to click Group By This Field from within the Category header menu on this report, the grid would then refresh, grouped by Category rather than Servicing Advisor, as in the example below:


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  • 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.  If you don't want your report items displayed in groups, just uncheck Show in Groups from the menu.
To the right of your report, you should see an option to export your report data to Excel:

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After clicking this option, the report data will download and you can open it up in Microsoft Excel.  Note: if you've added or removed columns, the data exported will be based upon what columns you are displaying at the time you click Export to Excel.
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