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 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 72 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: 

 

 

The "filter" button presents you with a modal that will allow you to filter by Ages 72 and up, 70 1/2 and up, 65 and up, or 59 1/2 and up, as well as allowing you to check off whether or not only to include those contacts with Tax Qualified accounts in your database, along with any combination of the other fields 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 report to your Advanced Search page, where you can take further actions with those contacts.