NexJ Logo

Printing match results for review

If you prefer printed documents to on-screen data, or if you want someone else to review the data before making a decision, you can print the Match Results Report.

The report displays each staged contact with its recommended action. It also contains summary information such as:

  • The name of the import package and date generated
  • The total number of contacts processed
  • The total number of recommended merges
  • The total number of recommended creates

The report is truncated after 250 pages or 2500 records, whichever is smallest. If there are records that were not included in the report, you can process the records that were included, rerun the report for the remaining records, and repeat as needed.

To print match results for review:

  1. Navigate to the Contacts workspace and click the Options button in the contacts panel.
  2. Select Import Contacts > View Imports. The import job's Stage column will read Review Match Results, and the Status column will read Waiting on User.
  3. Select the import job from the list and click View Match Results Report.
  4. In the Report Parameters dialog, specify report criteria, including whether contacts with suggested matches or without suggested matches or both should be included, and how close the existing contact must be to the imported contact to be considered a match. Specify in which format the report should be generated.
  5. Click Run Report.

When the report is generated, you can either save it to your system or open it in the appropriate application.

Review the report to determine which merge actions are required for each contact. When you are done your review, use the Review Match Results tab to enter the actions into the system and process the contacts.