Column Sets

Overview

Use Column Sets to help you easily create reports, taking out the step of having to click all of those little column checkboxes. These are great if you often need the same column sets for reports you run.

Linked Articles:

- Creating custom reports


Create a Column Set

Go to Settings and click on the Reporting Settings link and then select Column Sets to see a list of your existing custom column sets. Click New Column Set.

Screen_Shot_2018-04-12_at_9.35.03_AM.png

Name your column set and choose the Report Type depending on what type of report you need this column set for.

Choose the columns you want included by clicking the checkboxes.

Note: Be sure to choose both activity and contact columns if you're setting up an Activity Column Set.

When you're all done, make sure you Save

When you create your next report from either the Contacts or Activities page, you can choose the column set you just created from the Pre-Selected Column Set dropdown.

column_set_pre_select.png 


Still have questions?

Feel free to send our support team an email, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member. 

 

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