Birthday Reminders 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 Birthday Reminders Report.  

To access the Birthday Reminders 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 Birthday Reminders Report is accessible within the Reminder Reports section: 


After clicking Birthday Reminders, your report will open up, displaying your database's enabled Birthday Reminders for those birthdays that fall within the time frame you've set for birthday reminders (see how to set that time frame here). Here's a look at a sample Birthday Reminders Report:


Clicking any of the column headers will allow you to sort the report data based upon that column's data. 

If you click a contact's name, you'll be carried to the contact's Overview page. 

Above your Birthday Reminders 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 Birthday Reminders Report to your Advanced Search page, where you can take further actions with those contacts. 

More information on working with contact birthdays is available here
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