Report on roles assigned to contacts

You can report on the roles that contacts have or had.

Standard charts

Chart

What it contains

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

  1. Select My Apps in the top menu

  2. A ribbon of Apps appears

  3. Select Contacts

  4. You arrive in the Contacts App

  5. Select the Productivity tab

  6. 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

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