You can report on the roles audiences (formerly Roles) that contacts have or had.
| Table of Contents |
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Standard charts
Chart | What it contains |
|---|---|
Movement between |
audiences (formerly Roles) that contacts had at the time | this chart only detects when a contact started |
as an audience during a month that they were already in another role of an audience. |
Movement between |
audience (formerly Roles) that contacts ever had | this chart counts the number of contacts who either previously had or currently have |
an audience, who have then been assigned another |
audience | |
Audiences (formerly Roles) had | this chart shows the number of contacts who had that |
audience in that month | |
Audiences (formerly Roles) started | this chart shows the number of contacts who started that |
audience in that month | |
Audiences (formerly Roles) ended | this chart shows the number of contacts who ended that |
audience in that month |
Custom charts
You can create your own Role Audience (formerly Roles) Movement charts that only include movements between the roles audiences 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.
How to create your own edition of a Role an Audience (formerly Roles) Movement chart
How to edit your own edition of a Role an Audience (formerly Roles) Movement chart
How to delete your own edition of a Role an Audience (formerly Roles) Movement chart
How to manage your own editions of Role Audiences (formerly Roles)Movement charts
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 Audiences (formerly Roles) chart boxes
Access the Movement Charts
These two charts appear on the Productivity tab
Access the Audiences (formerly Roles)s 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 Audience data is contributing to that number
The key displays a colour for each Role Audience (or each type of Movement between RolesAudiences)
Select a colour in the key to hide that particular Role Audience (or type of Role Audience 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 Audience (or type of movement between RolesAudiences)
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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