Contact Logs Analysis Report

Follow this menu path: Reports => Clients & Accounts => Contact Logs

The filters are those things at the top of the screen when the report first loads. They allow you to drill down on specific information in regards to the nature of Contact Logs, who left the Contact Log, and who was assigned the Contact Log.

• Staff Member - You can have the report show Contact Logs entered by a specific teacher. Or, if you change the filter to All Staff Members - Summary, the report will list Contact Logs entered by all of your staff members.
• Creation Date Between - You are looking for Contact Logs entered between a certain date range. If you're not sure of when a certain Contact Log was created, make the date range really wide (for example,. Start Date: 8/20/2006 and End Date:  8/20/2010)
• Group By
  • Created By - This drop-down option will make the report organize the Contact Logs by who they were created by. So, it will list each staff member's name with a list of all of their Contact Logs beneath the name. (You will definitely get more Contact Logs generated by the report with this setting.)
  • Assigned To - Every Contact Log has the option of being assigned to a staff member. If you do allow for Contact Logs to be assigned, then you can change the drop-down box to organize Contact Logs and who they are assigned to. Learn more about assigning Contact Logs by clicking here.

  Use Detailed Filters - Clicking on this checkbox makes the following advanced filters appear: 

  • Log Types: These are little checkboxes above each Contact Log that help you categorize the type of note that you're leaving. More on Contact Log Types here.
    • All Subtypes: If you use Contact Log Subtypes, you may select a subtype from the dropdown box once you have selected its respective type.
  • Alerts: Filter the report for contact logs created by individual client alerts
  • Contact Methods: When a Contact Log is entered, you can specify the type of contact (phone, in person, email, etc...) that you had with this particular client.
  • Include 'Top Ten Clients' chart: If you check this box, then when the report is generated a little graph at the top will display clients with the most Contact Logs-per-day within your date range.
  • Assigned To: You can force the results to only show logs that are assigned to one of your staff members.
  • Include Overdue Followups: This will force the report to show Follow Up logs that have expired past their Follow Up date. More on that here
  • Filter followups by date: If you check this box, then you can force the report to only show Contact Logs that are:
    1. Assigned Follow Ups
    2. The Follow Ups were assigned between the specified date range
• Tagged Clients Only- To learn about tagging click here
• Generate - This button makes the report magically appear on the page.

Once you click on the Generate button, the report will appear according to your filters. The logs are generally grouped under the staff member's name. All of the column's can be understood by clicking on the link above titled: Understanding this Reports Filters.