This article provides a video tutorial and step-by-step instructions on how to build custom reports in BestNotes.

Permissions Required

No specific BestNotes permissions are required.

Visual Tutorial

Click Play button

Building a Custom Report

After choosing the fields that need to be displayed, set some filters to gather the information that will be reported.

1. In the blue bar filter, select what type of contact is available.
2. Additional filters under Filter Criteria.
3. When the criteria is selected, choose which option in the Equal drop down box.
4. All five criteria boxes can be used

Example: Create a Report for Current Clients

1. In Fields to Display, select Contact Detail

2. Check First and Last name

3. Select Client from the blue bar 

4. Choose TAG under the first box in Filter Criteria 

5. Choose Equal from the next dropdown box
6. Choose "Current" from the last dropdown box

7. Click View Report, and a report will generate from the criteria specified.