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
- Click the Lists & Reports tab.
- 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
- Create a new list.
- Select the View Report button at the bottom of the List Detail page.
To edit an existing list/report
- Click the Lists & Reports tab.
- In the Browse Lists table, click the name of the list you want to modify.
- 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.
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BatchBook Overview
- How is BatchBook different than hosted CRM software (SalesForce.com, SugarCRM.com, SalesJunction.com, SalesBoom.com, AdaptCRM.com)?
- Do you have a mobile version of BatchBook?
- How do I access the BlackBerry version of BatchBook?
- How do I access the iPhone version of BatchBook?
- How is BatchBook different than build-it-yourself database software (QuickBase, DabbleDB.com, Access)?
- View all (7 more)
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Affiliations
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Calendar
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Communications
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Contact Records
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Customer Support
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Dashboard
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Data Security / Storage
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Deals
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Importing / Exporting Data
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Industry Versions
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Lists & Reports
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Mailing Labels
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Partner Integration
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Partner Integration - Flowtown
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Partner Integration - FreshBooks
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Partner Integration - Google
- Can I add BatchBook contacts to Gmail by adding the sync tag?
- What is Google Apps integration?
- How do I integrate my Google Apps account with BatchBook?
- Can I sync contacts to other BatchBook account users' Google Contacts accounts?
- I can't find the link to create or log into my BatchBook account in Google Apps.
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Partner Integration - MailChimp
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Partner Integration - Shoeboxed
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Partner Integration - Zendesk
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Payments
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To-Do List
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Troubleshooting
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Web Forms
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Your Account
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Partner Integration - Tungle