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 RMD Report, which will allow you to see which of your clients are turning a certain age, based on filter options, within the current calendar year.
To access the Contacts by RMD 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 Contacts by RMD Report is accessible within the Contact Reports section:
After clicking Contacts by RMD, your report will open up, filtered by default to those age 70 1/2 and up and arranged alphabetically. Here's a look at a sample portion of a Contacts by RMD Report:
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: