How do I generate a global contacts report?

AlayaCare Migration Helper
AlayaCare Migration Helper
  • Updated

You will need to enable the report in Organisation Settings-->Staff-->Staff Positions-->position access--> reports and forms --> client global contacts report

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Once enabled on your position you can access the report here:

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The pre-screen appears with the following filtering options:

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The report will appear with the following column headers and can be further customised with the “Cutomise” button. The report can also be exported to PDF, XLS and CSV formats.

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