---
title: Generating Correspondence Reports
description: Report shows recent correspondence added to the system either by importing from Mailbox or sending via integrate.
---

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# Generating Correspondence Reports

## Learn how to access recently added correspondence with clients, imported from the mailbox or sent via integrate, to review communications linked to specific leads or clients.

 

### **Key Points: Generating Correspondence Reports**

**1. Go to the correspondence page**  
From integrateCRM home page, click on **correspondence**.

![](https://knowledgehub.endtoendit.com/hs-fs/hubfs/image-png-Sep-25-2024-02-44-27-0773-PM.png?width=670&height=372&name=image-png-Sep-25-2024-02-44-27-0773-PM.png)

 

**2. View the initial correspondence**  
On the correspondence page view the initial correspondence table, consisting of:

**Lead number** For example, L33271  
**Surname** - For example, Smith  
**Date** - Format: DD/MM/YY / time  
**Method** - For example, email  
**Type** - New appointment  
**Recorded** - For example, AL  
**By** - For example, AT  
**From** - For example, alex.thomas@endtoend.com  
**To** - For example, demo@endtoend.com  
**Subject** - For example, sales visit

 

**3. Adjust the date range**  
Click on the dropdown menu on the right of the screen, to**adjust** the **date range** for displayed **correspondence**, by:

Day  
Week  
Month  
Year   
Custom range

![](https://knowledgehub.endtoendit.com/hs-fs/hubfs/image-png-Sep-25-2024-02-47-20-8927-PM.png?width=670&height=249&name=image-png-Sep-25-2024-02-47-20-8927-PM.png)

 

**4. View communication activity**  
The correspondence page shows the total **number** of **interactions** recorded within the specified **date range**. 

![C - 1](https://knowledgehub.endtoendit.com/hs-fs/hubfs/C%20-%201.png?width=591&height=33&name=C%20-%201.png)

***Note:** If added events are not appearing on the calendar, check enabled display filters. If all boxes are unchecked, no events will be shown. Select the relevant boxes to enable the desired categories, refresh the calendar to display updated events.*

![](https://knowledgehub.endtoendit.com/hs-fs/hubfs/image-png-Sep-25-2024-03-23-54-6087-PM.png?width=670&height=116&name=image-png-Sep-25-2024-03-23-54-6087-PM.png)

 

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