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 Client Reviews Reminder Report.
To access the Client Reviews 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 Client Reviews Reminder Report is accessible within the Reminder Reports section:
After clicking Client Reviews, your report will open up, displaying your database's Client Review Reminders. Here's a look at a sample portion of a Client Review Reminders Report:
Above your Client Review Reminders Report, you'll see several Options:
The "filter" button presents you with a modal that will allow you to filter review reminders by how many Days in the Past and how many Days in Advance these display here, as well as to filter by Contact Name, Contact Status, Contact Category, Servicing Advisor and/or Writing Advisor:
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 Client Review Reminders Report to your Advanced Search page, where you can take further actions with those contacts.
Note: you do have the option on your main Calendar within the CRM to display Client Reviews on their due date — this option is available from the Actions menu above your main Calendar.
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