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6. Creating Reports with Search Results

Once all required variables are entered and Run Search results in less than 5,000 records, 4 reporting links will activate in the upper right hand corner.

View Results: available only if search results are less than 1,000.

Build Custom Table: links to a menu containing over 100 unique variables which can be exported into a custom report. See below.

Export Results: creates a pre-populated report in Excel displaying key variables such as location, sales, assets and ownership.

Export Contacts: links to an executive export menu containing over 60 specific job functions. Users can also search by job title.

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