Connection Card Pro Help & Documentation

Last Updated: Aug 16, 2023 6:26 PM

Creating Custom Reports

Along with your Preset reports Connection Card Pro offers, we also offer you the ability to create your own Custom Reports! We offer several preset reports, but in case you don’t find what you are looking for there, you can create your own report!

Custom Reports gives you the flexibility to create your own reports from all your custom fields and people fields from within your person profiles. Once you create a custom report you can save it as a preset for future use! Just look for it at the top of your Generate Reports page under your Preset and Saved Reports for Report type! These custom reports can be saved and downloaded as a PDF or CSV file.

Building a Custom Report

From the menu:
Reports > Generate Reports

If you saved your report as a preset, next time you want to pull up this report go to your preset reports at the top and select from the drop-down for report type.

If you still have questions or require additional help, please contact our support team by clicking on the Help button > Contact Support.
Did you find this helpful?