Custom Reporting - Search by Name

This performs the same search function as the Search By Name widget that you can set to be visible on your Dashboard.

The search will locate clients and contacts who have a first, middle, last name or suffix matching the name you enter in the "Name Contains" box.  (The search will occur as you type the information, there is no need to click a "submit" button.)

You can further filter your results via the Search field.

Clicking the column headings will sort your data.

Clicking a row will take you to that client's Overview screen.

You may export your data to CSV by clicking the CSV button on the right hand side of the screen.