The Mailing List Report pulls details based on each contact within your client's page. Learn more about the Mailing List Report and its different use cases.
On this page:
Accessing the Mailing List Report
Accessing the Mailing List Report
To access the Mailing List Report:
- Click into any of your Dashboards (Sales, Production, Finance, or Management)
- Scroll down to the reports bar
- Select Mailing List
Report filters
The Mailing List Report's filters include the:
- Client Rep
- Client
- Client Tag
- Industry
- Client Status
- Department
- Country
- Province/State
- Contact Status
- Contact Tags
- Revenue by
- Date
- OK to Send Marketing
Include inactive reps
Select the box beside "Include Inactive" to include inactive client or order reps in your reporting.
[Back to top]How to pull a report
Once you have selected your report filters, click Get Report.
To reset all of your filters back to the default, click Reset.
How to sort a report
Once you have pulled a report, click on a column title to sort that column by alphabetical or numerical order.
How to create a custom report
You can save specific Search filter selections and create your own custom Sales Rep reports. Your saved reports are only available under your login; they are not shared across your entire team.
Learn how to:
To create a custom report:
- Select your preferred filters on the Search tab
- Click Actions > Save Report
- In the "Save Report" pop-up, enter a report name
- Click Save
To delete a custom report:
- Click Actions > Load Report
- In the "Load Report" pop-up, select Report
- Click the icon next to the report you want to delete
- In the "Are you sure you want to delete" pop-up: Click OK
How to load a custom report
- Click Actions > Load Report
- In the "Load Report" pop-up, select Report
- Click Load
Totals
The Mailing List Report's totals box (top right-hand corner) displays the total number of rows (contacts).
Managerial reports
Here are a few examples of the information you can get from your Mailing List Report:
Export your client/contact data
Use the Mailing List Report to export a list of all of your contacts.
To pull a report of your client/contact data:
- Use the filters to refine your search (optional)
- Click Get Report to view the report details in commonsku or click Export to export a CSV file with the contact information
YTD sales per contact
There are a variety of date filters you can use to pull sales numbers within a given timeframe, including:
- This Week
- This Fiscal YTD
- This Month
- This Quarter
To pull a YTD sales report per contact:
- Use the Client Rep, Client, Client Status, or Client Tag filters to refine your search (optional)
- Click the "Revenue By" filter and select Billing Contact or Shipping Contact
- Set the Date: This Fiscal YTD/ your desired date range
- Click Get Report
Feedback
The Mailing List Report helps track contacts your team recently completed a project for so you can reach out and ask for feedback.
To pull a feedback report:
- Click the "Revenue By" filter and select Billing Contact or Shipping Contact
- Set the Date: Last Week/ your desired date range
- Click Get Report
- Select to Export to CSV or your marketing integration
CSV export
After you've pulled a report, click Export to export a CSV file of the report details. CSV exports make it easy to organize large amounts of data.
The Mailing List Report's CSV export contains the:
- Client
- Client status
- Contact first name and last name
- Contact position
- Contact default address
- Contact phone number, extension, and fax number
- Contact email
- Marketing (yes or no)
- Department
- Industry
- Client rep
- Revenue
- Client Tags
- Contact Tags