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Card Details Report

  • 23/01/2026
  • Knowledge

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

Purpose: Provides centralised, comprehensive card information in one document, facilitating easy 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. 

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Key Features: 

  • Offers filter options based on Card Type, 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. Search within or review the list, and select cards to download the details as an Excel spreadsheet.
  • The downloaded report provides comprehensive card information, including Name (Short/Full), Email Address, Address (Street/PO Box/DX), Date of Birth, Phone/Mobile/Fax Number and NZBN.

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

Report Filters:
Add Creation Date Filter

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

  • No (Default): 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. State: Filters results to include only those associated with the selected state.

3. Supplier Only:

  • Yes: Displays carddetails only for cards labelled as 'Supplier'.
  • No (default): 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 (default): 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 NameThe short name on the card.
Card NameThe full name on the card. 
Card TypeThe type of card.
Street Town/CityThe Town/City of the street address on the card.
Po. Box Town/CityThe card's Po Box Town/City.
Dx. Town/CityThe card's D.X. Town/City
Street PS. CodeThe card's street Post Code. 
PO. Box PS. CodeThe card's PO. Box Post Code.
SupplierDisplays if the card is a Supplier card.
MKT ConsentDisplays 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 'Detail' 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, Town/City, Postcode, Country  Displays street address provided under the 'Address' tab on the card.
Phone, Home, Work, Mobile, FaxDisplays contact numbers entered under the 'Details' tab on the card.
POBox Instructions, POBox Type, POBox Number, POBox Town/City, POBox PostcodeDisplays POBox address information entered under the 'Address' tab on the card.
Dx Instructions, Dx Number, Dx Town/CityDisplays Dx address information entered under the 'Address' tab on the card.
NZBNDisplays the NZBN number entered under the 'Details' tab on the card, only relevant to the following card types: Company, Business/Partnership, and Government. 
MKT Consent?Displays if the card has been labelled as having Marketing Consent.

 

Last Modified Date
23/01/2026 12:14 pm
Title
Card Details Report
URL Name
Card-Details-Report-NZ

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Card Details Report