What can I do with list reports?

A list report allows you to create a customized, printable report spreadsheet from your record's data. You can sort your report spreadsheet by clicking on a column header, or you can print the report by clicking the print icon at the top left.

You can include a ton of information in your report; what you choose to include depends on what your needs are. Maybe you need a list of names, cell phone numbers, and communications; or maybe you need a list of names, work phone numbers, work addresses, e-mail addresses, and Deals. We leave the specifics up to you. To make changes to the list report data being displayed, return to the Lists & Reports tab, click the name of the list you wish to modify, and then click Edit List Data (the pencil icon next to "List Data") on that list's detail page.