Bulk End of Year Contact reports
new
Just in time for the end of the year, we've streamlined the process to export End of Year (EOY) Contact reports for all of your contacts with one click.
From the
Contacts
screen, you can click
Actions
>
EOY Reports
.
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A modal will appear that allows you to select the year you'd like to export. Select the year you're looking to export and click
Export Selected Year
This will generate a zip file of individual EOY reports for all of your contacts.
You can see your
Export History
by clicking
View History
from the EOY reports modal. You can re-download any reports that you've already generated from this screen as well.
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If you're only looking to download a handful of individual End of Year contact reports, you can still do this from an individual contact under
Reports