Location: LEAP Menu > Reports > Matters & Clients > Clients & Cards > Card Details

Purpose: Displays card details, including names and contact information, with filters for creation date, card types, and other criteria. Users can search or browse the card list and select specific cards to download their details.

The report provides centralized, comprehensive card information in one document, facilitating easy information access and management, as well as targeted engagement and marketing efforts.

NOTE: This report include both Client cards and non-Client cards. For a report that exclusively focuses on Client cards, please refer to the Client Details Report. 

Key Features: 

• Offers filter options based on Card Type, Province, Creation Date, whether 'Market Consent' has been given, and whether to only display those marked as 'Supplier'.  
• Report generation involves first setting filters to generate a card list, selecting the cards you wish to download or choosing all cards, and then downloading the report in Excel format.
• The downloaded report provides comprehensive card information, including Name (Short/Full), Email Address, Address (Street/PO Box), Date of Birth, Phone/Mobile/Fax Number, and BN.

Data source: The report pulls data from the selected cards, including information from the 'Details', 'Address', and 'Notes & Other' tabs.