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: