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Contacts by Review Frequency 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 Review Frequency Report.  

To access the Contacts by Review Frequency Report, click the Reports option from your Left Menu Bar to see all of the available Standard Reports within your database: 

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

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After clicking Contacts by Review Frequency, your report will open up, displaying Contact Name, First Review Date, Review Frequency and Next Review Date.  Here's a look at a sample portion of a Contacts by Review Frequency Report: 

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Note that the columns will allow you to sort the report data based upon that column's data by clicking the column name. 

Above your report, you'll see several Options: 

  
The "filter" button presents you with a modal that will allow you to filter by whether contacts have a review frequency based upon a specified number of days, weeks, months or years :
 
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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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