Managing Reports In RP after Screening

Tracey Torain
Tracey Torain
Name Dropper Participant Facilitator 1 July 2025 Monthly Challenge
in ResearchPoint™ General Discussions

What are the best practices for managing reports after a screening in Research Point?

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  • Elaine Buescher
    Elaine Buescher
    Fourth Anniversary Kudos 1 Name Dropper Participant

    Hi @Tracey Torain - Are you referring to in RP proper? Or in RE?

    I've found the easiest way to access my data from RP is a query ‘Template’ that I set up in the RP Information Library. Before that, I was wrangling a Prospect List (switching & rearranging columns), then Exporting to do a little more editing in Excel. I'm happy to share more about it with you if that is what you are looking for.

    Your RP/Wealth Analytics consultant would be a great source of insight on this topic, too. We love Steffanie, and I've had great work with Carol in the past, too!

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