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How can we give you the reports you need?

← Dashboard & Reports

Custom Report for both Contacts AND Jobs

I would like to create a custom report to be able to pull all our contacts AND jobs into an Excel spreadsheet with ALL the information we have gathered thus far. Currently, I have to download 2 reports, one for the contacts and one for the jobs.  Then I have to figure out how to merge the two files into one.

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Erica Carmona shared this idea  ·   ·  Report…  ·  Admin →
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Dashboard & Reports: Custom Reports

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