See a chart and table showing contacts' transitions between roles
Steps
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You can report on the roles that contacts have or had.
| Table of Contents |
|---|
Standard charts
Chart | What it contains |
|---|---|
Movement between roles that contacts had at the time | 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 | this chart counts the number of contacts who either previously had or currently have a role, who have then been assigned another role |
Roles had | this chart shows the number of contacts who had that Role in that month |
Roles started | this chart shows the number of contacts who started that Role in that month |
Roles ended | this chart shows the number of contacts who ended that Role in that month |
Custom charts
You can create your own Role Movement charts that only include movements between the roles you specify.
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.
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
Toggle between the chart view and table viewboxes
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