Contacts by .... reports - Actis

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 by contact types, would show a line for each contact type and a column for each month of the period selected.
Data types – this shows the data by type, e.g. contacts by contact types would a line for the whole period selected and a column for each of the contact types.

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
EITHER
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
OR
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