Contacts by …. reports
The Contact by … reports are an easy way to display the number of contacts against specific criteria:
- Products Detailed
- Customer Types
- Customer Specialties*
- Customer Responsibilities*
- Customer Targets
- Location Targets
- Customer Info
- Location Info
* The Contacts by Customer Speciality report and the Contacts by Customer Responsibility report criteria contain a checkbox which allows you to limit the reports to the primary speciality or primary responsibility only. This avoids contacts being double-counted as customers can have multiple specialities and responsibilities.
The Contact by … reports can produce results in one of two ways, either as a time series or by data types:
- Time series – this shows the data by month, e.g. contacts against customer types, would result in a list of customer types with a count of contacts for each month of the time period you specified for the report.
- Data types – this shows the data by type, e.g. contacts by customer types would result in a list of customer types with a single total count of contacts for the time period you specified for the report.
All these reports work in the same way and the report name indicates what is being counted (shown in the table below as [Report Name]).
|Column||Header Row||Cell contents|
|A||Heading||Team, region, territory, brick, etc – depending on report criteria|
|B||Employee Name||Employee name if selected in Report By options|
|C||[Report Name]||[Report Name] item if Time Series is selected as column display|
|D||Date (month)||Total number of contacts that correspond to [Report Name] during the month|
|> E||Date (month)||Same as column D for the next month during the report period|
|C||Date Range||Date range if Data Types is selected as column display|
|D||[Report Name]||Total number of contacts that correspond to [Report Name] during the date range|
|> E||Next [Report Name]||Same as column D for the next [Report Name] during the report period|