Reports

Birthday Report

The Birthday Report helps you track and manage your connections' birthdays, providing a simple and effective way to stay on top of important dates in your network.

Overview

The Birthday Report provides a clean, organized view of your connections' birthdays for any selected month.

Key Benefits:

View all birthdays for a specific month
Quickly access connection details through direct links
Export birthday information in PDF or CSV format
Maintain a comprehensive view of your network's important dates

Key Features

Month Selection

Easily switch between months to view birthdays

Export Options

Download report in PDF or CSV format

Quick Access

Direct links to connection profiles and contact info

Comprehensive View

See name, birthday, email, and phone for each connection

How to Use the Birthday Report

1

Navigate to the Reports section and select "Birthdays"

2

Use the month dropdown to select the desired month

3

View the list of birthdays for the selected month

4

Click on any connection's name to view their full profile

5

Use the "Download PDF" or "Download CSV" buttons to export the report

Tips for Using the Birthday Report

Check the report monthly to plan ahead

Use the CSV export for calendar integration

Click through to profiles for more details

Use direct email/phone links for quick contact

Need Help?

If you need assistance with the Birthday Report or have questions about its features, please contact our support team.