Column Sets

Use Column Sets to help you easily create reports by taking out the step of having to click all of those little checkboxes.  If you run reports where you know you always need the same columns presented, use this tool!  

 

You can set these up by going to the Reports page and then clicking on the Column Sets tab to create a new set.

 

On the next page, click the button to create a "New Column Set" in the top right corner, and then choose your settings you want:

  • Title it
  • Choose whether it is for Activity or Contact based reports
  • Choose the columns you want included (be sure to choose both Activity and Contact columns if you're setting up an Activity Column Set
  • Click Save 

 

 

Now, when you create a new report from either the Contacts page or the Activities page, you will see this selection as an option.

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments