When creating a Report of your contacts, you are able to search for a specific contact, select the contact type, and use other filters to be able to bring up any specific information you would like to report on.


To create a Report of your Contacts, in your Web Portal go to CRM > Reports > Contacts tab > Select the Contact Type / Apply any filters that you are needing and / or search for a specific contact > Download CSV




You can also export the Contact information to a CSV Report using the Smart Table in the Contacts list. Go to CRM > Contacts > Select the columns / filters you would like to display in the report > Export.