Contact List

The Contact List report displays detail about the contacts created for clients.

Permissions Required for this Report

In the staff profile, staff must be assigned to a security group that is granted View functional rights for the following:

• Security group profile > Functional rights > Reports > Shared Library > Shared Views
• Security group profile > Functional rights > Reports > Firm Library > Custom
• Security group profile > Functional rights > Reports > Firm Library > Standard > Firm
• Security group profile > Functional rights > Reports > Firm Library > <report name>
• Security group profile > Functional rights > Administration Manager > Client Manager > Client profile

Report Specifications

The following report options and filters are available to determine the report contents.

Options and Settings
Option	Setting	Description
Include Additional Addresses	Yes/No	Includes or excludes other addresses entered in the client contact profile, in addition to the primary address.
Include Additional Phone Numbers	Yes/No	Includes or excludes other phone numbers entered in the client contact profile, in addition to the primary phone number.
Include Email and IM Addresses	Yes/No	Includes or excludes email and IM addresses.

Default Filters
Field Name	Operator	Value
Client Status	=	Active

Optional Filters
Available Fields
Client	Client Name	Contact
Client - Principal	Client Office	Contact Category
Client (Non-Originating)	Client Primary Service Type	Financial Reporting Client Group
Client Bill Manager	Client Region	Job Title
Client Business Unit	Client Status	Manager
Client ID	Client Sub ID	Primary Partner
Client ID.Sub ID	Client Type	Status Date

Note: The Manager and Primary Partner field names are the default values defined for client responsible staff. The first ten client responsible staff List values that are defined by your firm are available field options.

Grouping
Available Fields
Client Office	Financial Reporting Client Group	Primary Partner
Contact Category	Manager
Contact Name	Originating Client

Note: The Manager and Primary Partner field names are the default values defined for client responsible staff. The first ten client responsible staff List values that are defined by your firm are available field options.

Sorting
Available Fields
Contact Category	Job Title
Contact Name	Originating Client

Report Fields

The following fields are available for this report. The fields that display and the position of fields are based on the report's settings, grouping, sorting, and filters.

Report Fields
Field	Description
Contact Name	The name of the contact.
Job Title	The job title of the contact.
Contact Phone	The primary phone number for the contact.
Originating Client	The client used to create the contact.
Category	The category selected for the contact.
Clients	All clients the contact is associated with other than the originating client.
Address	The primary address for the contact.
Additional Addresses	All additional addresses for the contact.
Additional Phone Numbers	All additional phone numbers for the contact.
Email	The primary email address for the contact.
Additional Email	All additional email addresses for the contact.
IM Address	The IM address for the contact.
Provider	The name of the provider for the IM address.

Contact List Sample Report