What are list reports?

Our list reports allow you to view your records along with any other data you select (address, phone number, communications, etc.) in a spreadsheet format.

To view a report for an existing list

  1. Click the Lists & Reports tab.
  2. In the Browse Lists table, click View Report to the right of the name of the list that you want to view.

To create a new report

  1. Create a new list.
  2. Select the View Report button at the bottom of the List Detail page.

To edit an existing list/report

  1. Click the Lists & Reports tab.
  2. In the Browse Lists table, click the name of the list you want to modify.
  3. Now you can edit the records on your list or click Edit List Data (the pencil icon next to "List Data") to select or de-select data to include in your report.