Steps

1. Select My Apps in the top menu

2. Select Contacts

3. You arrive on the Overview tab

4. Select Productivity

5. A data box appears for each characteristic (i.e. List field that is used on your Contact Forms)

   1. There are three views of each dataset

      1. Bar Chart

      2. Pie Chart

      3. Table

6. A bar chart will load by default and you can choose another options as per your preference for a chart
   

   

7. Click on the Pie chart or Table to view the other charts.
   

   

8. To filter the data, for example, to see only the data relating to people who have attended sessions a minimum of 3 times:

   1. Press the Filter Contacts button
      

      

   2. Select the criteria you want to filter by (To find out how to use the Contact Filters, read this article)
      You can select states, projects or any other filter you need to make
      

      

   3. Press Apply

      

   4. Now, all the charts will show the filtered information.

      

Download a chart or dataset

1. Select the 'burger menu' button in the top right of each Results box
   

   

2. A dropdown menu appears, you can select a download option to save the chart to your device
   

   

Charts

See month-by-month progress relating to the number of

• Contact records created each month (e.g. new referrals)

• Contacts interacted with each month (e.g. attending meetings, completing surveys)