The Research list report enables prospect researchers to prepare and print reports that include all members of a selected Research List.
Note: Report capacity is 500 records.
The report includes a detailed profile of each list member. In addition to the list member’s name and contact information, the report includes:
Prospect Summary: Primary business, birth, gender, and spouse information
Notes: Any notations, media links, or attachments included on the Documentation tab of the prospect’s constituent record
The details view of the report, accessed by clicking the View details link included on the report screen, includes additional information pulled from the prospect’s constituent record, such as constituencies and relationship data.
From the research list, in the Members section, click Research list report.
Note: You can also generate a research list report from the Research Lists page by expanding the list you want to report on and clicking Research list report.