Create contact reports

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The Spark platform

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Create Contact Reports

Filter through your list of clients with features including product types, medication information, and provider name

Once you have a filtered list created, you can save it and have it stored within your list of contacts for later use as well.

Run a report for:

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Identifying clients enrolled with a specific carrier/plan

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Identifying clients with a specific provider

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Creating a mailing list of your Active Clients or Prospects

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Identifying clients on a specific prescription

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Pulling birthday lists with Contact Filtering

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Saving a report for later use

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Export all contact fields

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Exporting Email Addresses from Contact Reporting

Create Contact Reports