Participant Details Report

Overview

The Participant Details Report displays useful information stored in the contact record of the selected participant. This information includes identifying information, addresses, phone and messaging numbers, personal details, and other miscellaneous information.

This report is useful for printing contact information or saving to PDF to store in document systems. 

Accessing the Participant Details Report

The Participant Details Report is located at Reports > Matter Reports in the Participant category.

Report Configuration Options

Contact	Used to select a participant/contact against which to run the report.
Address	When checked, displays a section with the selected participant's address on the report output.
Phone & Messaging	When checked, displays the participant's phone & messaging information on the report output.
Miscellaneous	When checked, displays the participant's miscellaneous information on the report output.
Personal	When checked, displays the participant's personal information on the report output.

Producing the Participant Details Report

Generate report (on-screen)	Below the configuration options is a Generate report button. This button will generate and display the report on the current screen. It will also display further output options.
Print	The Print button will launch your browsers print dialog. This will adhere to your browser and workstation settings to print the report.
PDF	The PDF button will download the report in PDF format.

 

Understanding the Output of the Participant Details Report

Output Options (On Screen Only) and Header Information 

Contact	The name on the contact with the contact ID in parentheses.
Address	Denotes whether the address section is displayed on the report. "Yes" if the address is displayed on the report. "no" if it is not.
Phone & Messaging	Denotes whether the Phone & Messaging section is displayed on the report. "Yes" if Phone & Messaging is displayed on the report. "no" if it is not.
Miscellaneous	Denotes whether the Miscellaneous section is displayed on the report. "Yes" if Miscellaneous is displayed on the report. "no" if it is not.
Personal	Denotes whether the Personal section is displayed on the report. "Yes" if Personal is displayed on the report. "no" if it is not.
Expand/contract display button	This button controls the on-screen display of the report.  When the arrows face out and the button is clicked, the report will span the width of the window. When the arrows face in and the button is clicked, the report will display with space on both sides of the screen.  Expanding the display can be useful for longer text values in some table rows to avoid them spilling over to the next line.
Show report settings/Hide report settings	When the report is generated, the configuration options are hidden from view.  Selecting the Show report settings button displays the report settings. This allows the settings to be updated and, allows the report to be re-generated.  Selecting the Hide report settings button hides the report settings, so only the report information displays on screen.
Reload	The reload button refreshes the report. This is useful to include any data that has changed since the report was generated.
Generated	The report is stamped with the date for reference.
Print	Launches dialog to print the report.
PDF	Downloads the report in PDF format
Go to Contact details	Opens the selected participant's contact record in a new tab.

Table Definitions

Identity

Full Name	Name of the selected participant or company as entered in the selected participant's contact record.
Preferred Name	Name entered in the preferred name field on the selected participant's contact record.
Participant ID	ID of the selected participants's contact record.
Base Participant Type	Individual for people, Company for companies.

Address

Physical	Details of the physical address entered in the selected participant's contact record.
Mailing	Details of the mailing address entered in the selected participant's contact record.

Phone & Messaging

Phone 1	The phone number entered as Phone #1 in the contact record. Will display as the type of number: Home, Business, Mobile, etc.
Phone 2	The phone number entered as Phone #2 in the contact record. Will display as the type of number: Home, Business, Mobile, etc.

Miscellaneous

Tax Number

Number entered in the contact record. Name is dependent upon the tax number alias set in the Individual or Company participant type.

Personal

Gender	Gender as set in the selected participant's contact record.
Birthday	Birthday as set in the selected participant's contact record.
Date of Death	Date of Death as set in the selected participant's contact record.
Employer	Employer as set in the selected participant's contact record.
Marital Status	Marital status as set in the selected participant's contact record.
Occupation	Occupation as set in the selected participant's contact record.