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How can I report on contact’s consent preferences

Zenya Allen
Zenya Allen
  • Updated

You're able to generate a report which you can Print, Preview or send as an email, to all your contacts that have a specific Consent Status.

These include:

  • Consented - Green thumbs up which means they've consented
  • Consent Unknown -  Grey thumbs down which means they haven't identified their consent preferences 
  • Not Consented - Red thumbs down which means they haven't consented

When you upgrade to 4.7.1.2, all your existing Applicants will have Consent Unknown, until you change their preferences.
For more information on How can I record consent preferences for GDPR, click here

A report can be created in two ways, either by General reporting or Custom reporting.

This article includes: 

General Reporting

  1. Click Reporting on the main toolbar
  2. Click General from the dropdown menu
  3. The Report Generator displays
    1. Click Information 
    2. Click Next
  4. In Source 
    1. Select one or several contacts you wish to report on. Those selected are highlighted in blue 
    2. Select the relevant Status you wish to report on. Those selected are also highlighted in blue 
    3. Click Next
  5. In Consent Options, tick the options which you want to report on
    1. Consented - Refers to the green thumbs up on the Preference Centre tab
    2. Consent Unknown -  Refers to the grey thumbs down on the Preference Centre tab
    3. Not Consented - Refers to the red thumbs down on the Preference Centre tab
    4. Click Next
  6. Continue to click Next until the Information Report displays
    1. You can now produce a Report of all the records to Preview, Print or Export to Excel
    2. You can send a Letter to them, print labels and send an Email
      For more information on How do I send bulk emails and letters, click here
    3. Click X to close

Custom Reporting

  1. Click Reporting on the main toolbar
  2. Click General from the dropdown menu
  3. The Report Generator displays
    1. Click Custom
    2. Click Finished
  4. The Custom Report Generator opens and the Defined Reports tab will open 
  5. In Remaining Reports, there are three reports listed
    1. Consent Preferences - Landlord
    2. Consent Preferences - Contractor
    3. Consent Preferences - Applicant
      Click on the report name you require
  6. Click Generate Report to show the report on screen 
  7. Click the Print icon on the toolbar to send it to your printer, or click Export to Excel to save the report in a file on your computer 
  8. Click X to close