Wedding Anniversaries Reminder Report – Helpdesk

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 Wedding Anniversaries Reminders Report.

To access the Wedding Anniversaries Report, click the Reports option from your Left Menu Bar to see all of the available Standard Reports within your database:

On the resulting page, your Wedding Anniversaries Reminder Report is accessible within the Reminder Reports section:

After clicking Wedding Anniversaries, your report will open up, displaying your database's upcoming Wedding Anniversaries.

Here's a look at a sample Wedding Anniversary Reminders Report:

If you click a contact's name, you'll be carried to the contact's Overview page, where in their Contact Details section you can see the year they were married and the number of years they have been married.

Above your Report, you'll see several Options:

The "filter" button presents you with a modal that will allow you to filter by any combination of the items displayed below:

Note as well the "Saved Filters" tab here. If you find that you consistently apply the same filters to one of Redtail’s Standard Reports to meet the unique needs of your office, you now have the ability to save those filter options for quicker access to the report data you’re looking for! Learn more here.

Clicking export will download the data and allow you to open it up in Microsoft Excel.

The pdf button downloads a report, suitable for printing.

Search sends the currently displayed contact names in your Report to your Advanced Search page, where you can take further actions with those contacts.

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