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Is There a Way to Identify New Contacts or Accounts?

Is There a Way to Identify New Contacts or Accounts?

Updated over a week ago

Related Questions:

Can I report on new clients?
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Is There a Way to Identify New Clients or Accounts Made This Year?

Answers:

Accounts

You can Report on New Accounts within a certain time frame by using the Account List Report:

Go to Reports
Click on Account List Report
Apply the filter Created At and insert the time frame you are looking to report on. (In this example it is the last year)
You can adjust the columns to decide which information is relevant for you to report on.
You can now Export As a PDF, HTML or CSV file

Contacts

You can Report on New Contacts within a certain time frame by using the Contact List Report:

Go to Reports
Click on Contact List Report
Apply the filter Created At and insert the time frame you are looking to report on. (In this example it is the last year)
You can adjust the columnsto decide which information is relevant for you to report on.
You can now Export As a PDF, HTML or CSV file

More Information On Custom Reports

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