Interaction (Print Note) report
The Interaction Report allows you to print the content of any note that appears on a Household's summary information.
To print this report:
- Navigate to the Summary tab for a specific Household.
-
On the Notes card, click the More Actions button for the note you want to report on, and select Print.
This generates a PDF with the information, which you can then save or print.
The note contents are accompanied by a summary of the Contact associated with that note.
Specifically, the information includes:
- The first and last name for a person or the company name for a company.
- If this report came from a Contact rather than a Household, it contains additional information about that individual, including: nickname, company, position, status, age, birthday, and tier level.
- Addresses and communication methods.
- Detailed information about the note, including the note text, start date and time, and status.
On a Household:
On a Contact:
Related Articles
Schedule Reports
Schedule reports display data collected from the Schedule workspace. Using schedule reports, you can generate reports for one or more users and their scheduled items and events. Four different schedule reports are available: Briefing Book - Captures ...Detail Report
The Detail report contains the following information for one or more Contact Groups: First and last names for contacts or company names for Contact Groups. Information about the Contact Group that is contained in the Contact Group record. For ...Sharing reports
You can share a report in two ways: Share the report's URL to enable other Gorilla 5 users to easily access the report Email the report to other users. To share a report's URL You will need to make the report public by selecting the Public radio ...Modifying Reports
If you have permission to edit a report, you can do so by clicking the Edit Report button in two places: Inside the Reports workspace, when hovering over the report, click the pencil icon on the right. Inside a report, click the pencil icon on the ...Cloning reports
You can clone a report as a base to build another report. You can use this feature, for example, to build the same report with two different summary or visualization representations. To clone a report: Hover over the report in the reports data table ...