You can report on the number of roles that contacts who have moved from one role to another ( or from having had no role at all), had a role, started a role and ended a role.
Automatic charts
Makerble automatically generates two Movement between roles charts:.
| Table of Contents |
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Standard charts
Chart | What it contains |
|---|---|
Movement between roles that contacts had at the time |
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this chart only detects when a contact started a role during a month that they were already in another role. | |
Movement between roles that contacts ever had |
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this chart counts the number of contacts who either previously had or currently have a role, who have then been assigned another role |
Makerble also automatically generates three additional charts which are accessed from a single chart box.
Roles had |
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this chart shows the number of contacts who had that Role in that month | |
Roles started |
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this chart shows the number of contacts who started that Role in that month | |
Roles ended |
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this chart shows the number of contacts who ended that Role in that month |
Custom charts
You can switch between each of the three views by using the dropdown list
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Create your own charts
In addition to these two create your own Role Movement charts, you can create your own editions that only include movements between the roles you specify. These editions that you create
These custom charts will also appear on the Productivity tab of the Contacts App.
They will exist as a pair;
an ‘at the time’ version
and an ‘ever had’ version.
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Steps to view the charts
Select My Apps in the top menu
A ribbon of Apps appears
Select Contacts
You arrive in the Contacts App
Select the Productivity tab
Scroll down to the Contact Roles chart boxes
Access the Movement Charts
These two charts appear on the Productivity tab
Access the Roles had, started and ended charts
These three are available within a single chart.
Switch between each of the three views by using the dropdown list
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Ways to use the charts
Use the Chart / Table toggle to view the table instead of seeing the chart
In Table view: click a blue number to see the names of the contacts whose Role data is contributing to that number
The key displays a colour for each Role (or each type of Movement between Roles)
Select a colour in the key to hide that particular Role (or type of Role movement)
Select the colour in the key again in order to show it
Place your mouse over a colour in the key to focus the chart on that particular Role (or type of movement between Roles)
Press the 3 line ‘burger menu’ in the top right corner of each chart box. You will see options to:
View the chart in full screen
Download the chart
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