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 with No Upcoming Activities Report, which will allow you to run a report for contacts that don't have any scheduled activities within a selected date range.
To access the Contacts with No Upcoming Activities 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 with No Upcoming Activities Report is accessible within the Contact Reports section:
After clicking Contacts with No Upcoming Activities, your report will open up, arranged alphabetically and filtered by default to begin today and extend 30 days into the future, with every other Filter setting to "All". Here's a look at a sample portion of a Contacts with No Upcoming Activities 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:
- your desired Start and End Dates
- Contact Status
- Contact Category
- Servicing Advisor
- Activity Types
- Activity Categories
You can also check off the box at the bottom of this Filter Options modal to indicate if you only want to include Heads of Household in your filtered results.