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Person summary report

A Person summary report gives you a quick one-page report with key information about a person. You get their contact details and a summary of the most recent interactions this persons has had with your business.

1. Right-click or hover over the Find menu button, and click Person.
2. Search for a Person record and open it.
3. Click Summary Report. The person’s summary details are displayed in an Adobe PDF file.

See Also:

Company list by segment (List)

Activities logged report by user (Cross Tab)

Opportunity closing history (Historical)

Exporting a Company list from a search list

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