How to set a Favourite list of Contact reports?

How to set a Favourite list of Contact reports?

  1. Click Dashboard
  2. Click Contacts module
  3. Click Reports button
  4. Navigate to the report that you want to mark as a favourite
  5. Click the Star so it appears 'coloured in'
  6. Click the Favourites tab, the 'Starred' report will be listed under the Favourited Reports heading
  7. Repeat Steps 4 to 5 for each report to be included under Favourited Reports.

    • Related Articles

    • How to set a Favourite list of Registration reports?

      Click Dashboard Click Attendee module Click Reports button Navigate to the report that you want to mark as a favourite e.g. Pending Attendees Click the Star so it appears 'coloured in' Click the Favourites tab, the 'Starred' report will be listed ...

    • How to set a Favourite list of reports?

      Click Dashboard Click Speakers module Click Reports button Navigate to the report that you want to mark as a favourite e.g. Primary Contact / All Submissions Click the Star so it appears 'coloured in' Click the Favourites tab, the 'Starred' report ...

    • How to add a contact to the Do Not Contact Me (unsubscribe) list?

      The Do Not Contact Me list will remove an individual from receiving general broadcast type emails sent through the X-CD system by an administrator. If enabled, it gives the user a quick way to 'unsubscribe from all emails' -- as it relates to ...

    • How to Access the Default Contact Profile Form and How to Edit Contact Form Fields?

      About the Default Contact Profile Form The default contact profile form will contain the standard X-CD fields. You will be able to identify these types of fields as there will be a specific label underneath the field in the field grid view. Refer to ...

    • About the Contact Form

      There is one default Contact Form defined in your X-CD site. This Contact Form contains all of the fields you want to be associated with a contact profile and the fields are shared across all modules. Within each module, you will be able to control ...