Knowledge Base

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How do I create address reports?

Michelle Lauffer
Michelle Lauffer
  • Updated

For an address to appear in a report or mail merge results, it must be marked as the "Mailing Address" on the contact's edit page. If no address is flagged as the "Mailing Address," the address fields will be blank for the contact.

Contact address reports

You can create an address report for contacts by selecting applicable filters and adding Name, Mailing Street, Mailing City, Mailing State, and Mailing Zip to the 'Selected Fields' section of the report details screen.
In the screenshot below, this report will pull the addresses for all active clients.

Active Client Addresses.jpg

 

Address reports by household

Addresses are not stored at the Household level. It is intentionally set up this way to mitigate data overlap with regard to mail merge fields and reporting features, separate residency situations, etc.

If you create a report and filter for the Household title "Head," similar to the screenshot below, you should be able to pull a report of addresses in reference to Households.

Address Report By Households.jpg

FAQs

If a contact has multiple addresses, how do I get a report of all of their addresses?

  • Only the address flagged as 'Mailing Address' will display in the results of a report. If you need a report of all addresses on a contact record, you can run a contact export from the contact list view page. This link covers running a contact export.