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Home > Reports > Contacts Reports > Contacts Reports Use Case:  View all parent businesses and their related child businesses
Contacts Reports Use Case:  View all parent businesses and their related child businesses
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  1. Using the Contacts Report, click on the Fields to Display. Configure the standard report filters as needed for your database contacts (such as selecting only Business-type contact records). The information related to child businesses will be listed in the Child Contacts section of the available fields.
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    Searching for the Child Contacts section of the Fields to Display
  2. To include the name of the child, scroll to the Child section of available fields and select Child Name. All of the fields listed in the Child will return information related to the child, for example, Role: Child Email Address will return the email address of the child business.
  3. To omit any contacts without Child businesses, add Child Name Is Not Empty to the Additional Criteria/Filters.
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    Additional Criteria for the Contacts Report
  4. For best results, summarize your report by Contact Name.
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    Adding the Summarize By to the Contacts Report
  5. Click Run Report.
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    Our customized report showing our businesses with child businesses

 

See the following for Common Report Functions:

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