Last Updated Reports - People
1. Click on Relationships
2. Click on Reports
3. Here are the two types of Last Action Report available - for People and Organizations.
4. Let's look at the Last Updated Report - People
5. Click on Select to begin creating your report criteria
6. Make your desired selections
7. Click on Since to narrow parameters
8. Click on Within
9. Click on Select date range
10. Click on Last 90 days
11. Click on Show Results when finished making selections
12. A list of all the people who fall into the set parameters will now appear.
13. Click on Request Update to send an email requesting an individual update
14. Or select all to send a mass update request
15. Select email recipients
16. Click on Preview Email
17. Click on Cancel or Send Request when finished
18. To export a report, check the box to select all people
19. And make sure you select all to be exported
20. Click on the wrench icon to access the Settings
21. Click on Export (114 Selected)
22. Select and drag the fields you want on your report or if you've previously created a report template, chose that.
23. Once finished, you can either update an existing template, save as a new template or just download a one off report.
24. Click on Download File
25. Your report will be available in the My Area / My Downloads Area
26. Click on My Downloads
27. Click on your report to view
