How to Create a Households with No Contacts Report in G5

How to Create a Households with No Contacts Report in G5

This report will show you all Households that have no contacts in them. Such Households may be missing vital details that are stored in the individual’s records.

  Best Practice:

  • Each Household should have at least one Contact.
  • Personal information about an individual is stored in the Contact record. In order for the Household to access it, the Contact must be in that Household.

To create this report:

  1. Go to the Report workspace.
  2. Click Add Report.
  3. Select Households. Click Blank Households Report to open the report creation screen.
  4. Name the report Households with no Contacts.
  5. In the Details tab, add Full Name and Status in the Fields section.
  6. Add Household Members (Specific) to the Filter section of the report. Set the operator to Unspecified.
  7. Select Full Name in the Sorting section.
  8. Set the View and edit permissions to Public. Click Save when finished.

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