video1.0<iframe src="https://www.loom.com/embed/28e019843ce54088b57dba70e013b8e7" frameborder="0" width="1760" height="1320" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>13201760Loomhttps://www.loom.com13201760https://cdn.loom.com/sessions/thumbnails/28e019843ce54088b57dba70e013b8e7-bc56e78eba04b199.gif3636.76In this video, I walked through how to generate customized reports in our system, focusing on birthday reports and filtering clients based on specific criteria like age and location. We discussed the importance of organizing our data, including using tags and zones for better targeting. I also highlighted the need for data cleanup, particularly around the do-not-contact status and deceased contacts, to streamline our communication efforts. As a next step, I encourage everyone to review their client lists and ensure that all categories and statuses are accurately assigned. Please reach out if you have any questions or need further assistance with the reporting features.