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Contact Audit Listing

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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)