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Report- Contacts linked to Category

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Follow the steps below to generate a report of all contacts related to a category:

  • 1) Click new, create a report name and click next
  • 2) Delete both conditions and click add relation
  • 3) In the first drop down field select “related to”
  • 4) Second drop down field “categories”
  • 5) Choose the category in the third drop down field and click next
  • 6) In the “available fields” column shift company over to the “selected fields”- this will give you a list of all contacts and companies related to your category.

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