You can find reports within RW Elephant by navigating to the “Reports” icon in the upper left corner of your browser window.
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Use the Report Type drop-down menu to choose “Contacts.”
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Then click the “Display Report” button.
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The Contacts Report shows all of the contact information you’ve entered for your Contacts within RW Elephant and any Contacts you have access to through your Highrise account integration.
A table will display of the Report that can be filtered and rearranged right within the Reports section of RW.
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A toggle token will appear to hide or display Archived Invoices.
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Untick column headers to hide them or drag and drop columns to rearrange them before downloading.
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When you’re ready to download, click the “Download Report” button and the Report will generate as a spreadsheet saved to your computer.
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Once downloaded, the next time you generate the Report, RW will remember your previous filters and arrangements for quicker downloading.