Contact Summary
The Contact Summary report shows all information entered in the Contacts hub, including user-defined fields. The information is grouped into default sections, but you can also create user-defined sections.
- Related Topics:
- Contact Summary Options Tab
Use the Options tab to select both standard and user-defined sections for the Summary report and to save sets of options for reuse. - Contact Summary Layout Tab
Use the Layout tab to choose the types of formatting properties and visual characteristics to be displayed on your report. - Columns for the Contact Summary Report
Select additional columns of information for each section on the summary report. Columns vary depending on which section you selected via the What to Include in Section option.
Parent Topic: Contact Reports