How to Create a Contacts Not in Households Report in G5
This report will show you all Contacts that have not been assigned Households. Such Contacts will often be overlooked in mailings and miss out on many marketing efforts.
Best Practice:
- It is best to give each Contact a Household, since mailings and other marketing efforts are most often done at the Household level.
- Our Knowledgebase has detailed instructions on How to Add a Household.
To create this report:
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Go to the Report workspace.
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Click Add Report.
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Select Contacts. Click Blank Contacts Report to open the report creation screen.
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Name the report Contacts not in a Household.
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In the Details Tab, add& Full Name and Status in the Fields section.
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Add Household (Specific) to the Filter section of the report. Set the operator to unspecified.
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Select Full Name in the Sorting section.
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Set the View and edit permissions to Public. Click Save when finished.
Note:
- All Users will also appear on this report.
- Just ignore them.
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