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Contacts by RMD 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 RMD Report, which will allow you to see which of your clients are subject to RMD. This same report will also allow you to filter by those contacts age 59 1/2 and up and 65 and up.

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: 

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

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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: 

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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 Ages 70 1/2 and up, 65 and up or 59 1/2 and up, Servicing Advisor, Contact Status and/or Contact Category, as well as allowing you to check off whether or not only to include those contacts with Tax Qualified accounts in your database:
 
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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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