Overview
As a TPA, you often need a single list of who is assigned to each client—trustees, accountants, internal team members, financial advisors, and other roles—so you can share it with your team, hand off accounts, or audit assignments.
CX does not have a dedicated "contacts report" button. Instead, you get this outcome by generating a company report or plan report and then choosing which roles (contact types) to include as columns in the report.
This guide walks you through that workflow so you can produce a report that shows the contacts assigned to each company (or plan) using the current Filters, Views, and Reporting functionality.
Key Benefits
- One list for handoffs and audits – Export which contacts and roles are assigned to each company or plan so you can review assignments, onboard new team members, or prepare for client transitions without opening each record.
- Control what appears on the report – By selecting which roles to include (e.g., Trustees, Client Managers, Financial Advisors), you get only the contact types you care about, keeping the report focused and useful.
- Reuse filters and templates – Use saved company or plan filters to limit the report to the right set of clients (e.g., active only, or a specific service type), then save the report setup as a template for next time.
- Align with how you already work – The same Companies and Plans areas you use day to day are where you run the report, so you don't have to learn a separate "reporting" section.
How To
Outcome: A downloaded report (e.g., spreadsheet) that lists companies (or plans) and the contacts assigned to them, with only the roles you chose (e.g., Primary Contact, Client Manager, Auditor).
You can do this from Companies or from Plans. The steps are the same idea: apply filters, open Generate Report, choose columns (including which roles to show), then create the report.
Option A: Report contacts by company
Use this when you want one row per company and contact/role columns showing who is assigned to that company.
1. In the left-hand menu, click Companies.
2. Click More (in the toolbar or menu for the Companies list).
3. Click Generate Report.
4. Choose Create new report or pick an existing template you've already set up for contact reports.
5. In the report setup, choose which columns to include:
Include the basics you need to identify each row (e.g., URL, Name for companies).
In the column options, select the roles you want on the report (e.g., Primary Contact, Trustee, Client Manager, Financial Advisor). Each role you select becomes a column (or set of columns) showing the contacts in that role for each company.
6. When the columns and filters look right, click Create Report to generate and download the file.
7. Open the downloaded file (e.g., in Excel or Google Sheets). You'll see one row per company and columns for the roles you selected, showing the contacts assigned to each company.
Tip: If you don't see the role columns you expect, go back into Generate Report and check that you've selected those roles in the column picker. Role columns are optional and must be explicitly added.