Phone Book report

Phone Book report

The Phone Book report displays contact information as a printable phone book you can use as an off-line reference.

Each page in the report contains two columns, and the contact data is listed alphabetically by last name. Depending on the information available for each household or contact, some fields may be blank when the report is generated.

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Phone Book reports contain the following information:

  • First and last names for people or company names for companies.
  • The default address for each Household or Contact.
  • Communication information, including business phone, home phone, mobile phone, fax number, and email.

To create a Phone Book Report:

Go to the Contacts workspace.

Click the Reports button and select the Phone Book report.

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Specify the report parameters:

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Report for Contact

  • Current Contact - Run the report for the single specified Household or Contact.
  • Current Contact List - Run the report for everyone in the current list.

Report Format

  • PDF, excel, text - Specifies the file format for the report

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