Run an Admin Report

You can run the following types of reports from the Admin portal:

  • Contact Information - basic information about the contacts for a particular client.

  • Contact Information and Preferences - basic information and preferences set for the contacts for a particular client.

  • Preferences by Product - the preferences set for each product that a particular client owns.

Perform the following steps to run a report:

  1. From the Quick Access menu, select (Reports).

  2. Select (Download) for the report you would like to run.

  3. Select the clients you want to include in the report.

  4. Select the items you would like to export.

  5. Select the method by which you would like to receive the report (PDF or XLS).

  6. Select Download.

Admin reports are only visible to client admin users.