Card Details Report

22/01/2026
Knowledge

How To

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.

Report Filters:

Add Creation Date Filter

Determines whether to include a filter for 'Creation Date'.

No: Displays all card details without applying a creation date filter.
Yes: Adds a date range filter, enabling users to filter results based on the creation date range of the card.

Date Range

Enables users to filter results based on the creation date of the card, only available when the 'Add Creation Date Filter' is set to Yes.

Display

Includes the following four filters:

1. Card Type:

Filters card details by the type of card. By default, all options are selected:

People
Business
Company
Government
Trust

2. Province: Filters results to include only those associated with the selected province.

3. Supplier Only:

Yes: Displays carddetails only for cards labelled as 'Supplier'.
No: Displays card details for both 'Supplier' and non-Supplier cards.

4. Has Marketing Consent:

Yes: Displays card details only for cards labelled as having 'Marketing Consent'.
No: Displays card details regardless of whether they are labelled as having marketing consent.

NOTE: A card can be labelled as 'Supplier' or having 'Marketing Consent' under the 'Notes & Other' tab within the card. Any text stored in the textbox of Notes & Other is not exported to the Card Details Report.

Card List (for selecting cards to further download)

Short Name	The short name on the card.
Card Name	The full name on the card.
Card Type	The type of card.
Street Municipality	The municipality of the street address on the card.
Po. Box Municipality	The card's Po Box municipality.
Dx. Municipality	The card's D.X. municipality.
Street PS. Code	The card's street Post Code.
PO. Box PS. Code	The card's PO. Box Post Code.
Supplier?	Displays if the card is a Supplier card.
MKT Consent?	Displays if the card has been labelled as having Marketing Consent.

Report Fields in the Downloaded Report:

Short Name, Card Name, First Email Address, Date of Birth	Short Name: Displays the person's surname entered on the card. If there are multiple persons on the card, it will display all of their surnames, separeted by '&'. Card Name: Displays the person's full name entered on the card. If there are multiple persons on the card, it will display all of their full names, separeted by '&'. NOTE: For a non-Person card, both Short Name and Card Name fields display the same name without any distinction. First Email Address: Displays the email address(es) entered under the 'Details' tab on the card. Date of Birth: Displays the person's Date of Birth. If there are multiple persons on the card, it will only display the first person's Date of Birth.
Building Name, Street Level, Number, Street, Municipality, Province, Postal Code, Country	Displays street address provided under the 'Address' tab on the card.
Phone, Home, Work, Mobile, Fax	Displays contact numbers entered under the 'Details' tab on the card.
POBox Instructions, POBox Type, POBox Number, POBox Municipality, POBox Province, POBox Postal Code	Displays POBox address information entered under the 'Address' tab on the card.
BN	Displays the BN number entered under the 'Details' tab on the card, only relevant to the following card types: Company, Business/Partnership, and Government.

Last Modified Date

22/01/2026 11:17 pm

Title

Card Details Report

URL Name

Card-Details-Report-CA

Resolution