Table of Contents

Reports: Contacts

Susan Swier Updated by Susan Swier

Tab Filters

In this tab, there are 3 types of filters for Users to apply based on their reporting needs.

screenshot of contacts reports filter

Filters

Description

Date

This date range picker will allow Users to select a range of dates to be applied to report components.

Sources

This filter will allow Users to select one or multiple sources to be applied to report components.

Sources : Incoming Message, Developer API, Contact Import, User, Echo Message

Users

This filter will allow Users to select one or multiple Users to be applied to report components.

Report Components

Tip: Note that reports will only show up to 10,000 contacts. If your business typically interacts with more contacts than this, consider using Data Export for reporting.

Contacts

screenshot of Contacts report

Metric #1: Contacts Added

The number of Contacts added within the selected time period based on the time the Contact was added.

Metric #2: Contacts Deleted

The number of Contacts deleted within the selected time period based on the time the Contact was deleted.

Chart: Contacts Added vs Deleted

These charts show the number of Contacts added and deleted within the selected time period based on the dates they were added or deleted.

Contacts Added by Source

screenshot of contacts added by source report

This stacked bar chart shows the number of Contacts added broken down by source, or how the Contacts were added, at the time they were added.

There are five different ways to add a contact :

Source

Description

User

The Contact was added by a User via the Add Contact dialog in Contacts Module or the Messages Module.

Contact Import

The Contact was added via Contact Import in Contacts Module.

Developer API

The Contact was added via Contact API.

Incoming Message

The Contact was added when he/she sent an incoming message to the platform.

Echo Message

The Contact was added when his/her conversation was imported from the supported messaging Channel (Facebook).

Contact Added/Deleted Log

The table lists the Contact addition and deletion activities within the Workspace.

screenshot of contacts added/deleted log
If a User has been deleted from the Workspace, their username will be replaced by their user ID. Export all user IDs from User Settings before removing Users for accurate record-keeping.

Table Headers

Description

Activity Time

The date and time when the activity was performed

Contact ID

The ID of the Contact whom the activity was performed on

Contact Name

The name of the Contact of whom the activity was performed on

Activity

The activity that was performed on the associated Contact

Source

The source of how the activity was performed

User

The User who performed the activity (if applicable)

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