Contact Audit Listing

The Contact Audit Listing report can be found under the Patron Notes and Contact History category. This report has additional criteria options. Click here for more information about the Sort & Subtotal tab. Click here for more information about the Formatting tab. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

This report generates a listing of all notes that have been added to a patron record under the Letter tab.

Departments Who Benefit From This Report

Box Office
Use this report to view and verify notes that have been added to a patron's record.

Criteria Hints

It is recommended that this report be run with a single patron or range of patrons as the criteria.

Parameter Field
Condition
Value
Patron Name-Last
between
(Last Name) and (Last Name)