How to read Contact Report?

The Contact Report helps you view and analyze contact-related data, such as when contacts were created, who owns them, and their associated details. Follow these steps to access and understand the report:

Step 1: Log in to Your Outperform Account

• Go to Outperform Login Page and enter your login credentials.
• After logging in, you’ll be taken to your main dashboard.

Step 2: Access the Contact Report

• From the left-hand menu, click on “Report.”
• In the drop-down list, select “Contact Report.”

Step 3: Use the Filters and Options

Search Field

• You can search by:
  • Deal title
  • Prospect name
  • Organisation name

Date Filter

• Select a start date and end date to filter contacts based on when they were added to the system.

All Users Filter

• Use this to view contacts by:
  • A specific user
  • Or all users in your account

Show All Fields Toggle

• Turn ON to show all custom fields created for your contacts or prospects. These include:
• Turn OFF to show only the default fields, which include:
  • Date Added
  • Prospect Name
  • Owner Name
  • Prospect Contact Number
  • Prospect Email
  • Organisation Title
  • Organisation Industry
  • Organisation Address
  • Organisation Contact

Step 4: View and Download the Report

View Report

• After setting your filters, click the “View Report” button to see the results on the screen.

Download Report

• Click the “Download” button to export the data in Excel format (.xlsx).
• Please note: The maximum number of rows that can be downloaded is 10,000 records in one sheet.