how do I add the "take action" button to my report

This article answers a real question raised by an Enolytics customer in support.

❓ Question

✅ Answer

The Action button is available on all tables in Enolytics that have customer data. It is not available in Advanced Reporting | Build Beyond Limits. If you want to use the Action button for a report. you created in Build Beyond Limits you can do the following.

Build the report in Build Beyond Limits and make sure the Customer Number is the first colum in the report. Once the report has the exact list you want, Click on 'Save to Local List'. That will save a static list of customer numbers that are in your report. Once the local save is done. you can leave Advanced Reporting and clear all your filters. Go to Contacts | Who are my paying contacts and Go to filters (New) and Type 'Local List'. Find the list you created. This will filter to only the contacts on the BBL report you created earlier. You can now use the 'Action Button' in the Contacts Table

Have a related question? Reach out to support — we're happy to help.