You can find reports within RW Elephant by navigating to the “Reports” icon in the upper left corner of your browser window.
Use the Report Type drop-down menu to choose “Contacts.”
Then click the “Display Report” button.
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.
A toggle token will appear to hide or display Archived Invoices.
Untick column headers to hide them or drag and drop columns to rearrange them before downloading.
When you’re ready to download, click the “Download Report” button and the Report will generate as a spreadsheet saved to your computer.
Once downloaded, the next time you generate the Report, RW will remember your previous filters and arrangements for quicker downloading.