The Contact Log History report is a client report that displays your business’s complete contact history for the date range selected.This article describes how to view the Contact Log History Report, and provides details of the columns that appear in the report. To learn how to customize and filter the report, see Viewing a report.
In this article:
To view the Contact Log History Report:
- Click the App Drawer button .
- In the App Drawer, click Reports.
- On the Reports menu, click Clients.
- On the Clients menu, click Contact Log History. The Contact Log History Report is displayed.
Headings in the Contact Log History Report
|Client||The name, email, and profile image of the client or staff member contacted is listed in this column. Relevant details about this customer, such as pass status, waiver status, contract status, special notes, unpaid visits, and account balance will be noted here by small icons. Hover over any icon to learn more.|
|Date||The date and time the client was contacted.|
|User||The client or staff member who made the contact. If the contact was automated by the system, this column will be labeled Automated.|
|Contact Method||The method of contact. The possible methods are: Email, In Person, Mail, Phone, Push, and SMS.|
|Category||The name of the specific notification. (i.e. Event Booking Confirmation, New Appointment, Client Win-Back).|
|Contact Type||The type of notification. The possible notification types are: Client Notification, Staff Notification, Automated Marketing, and Admin Business. If the contact was added manually, a custom contact type can be added.|
|Status||The status of the contact method. The possible statuses for Email are:
If the contact was added manually, this column will be blank.
|Action||Click the More button to Resend the message to the client or Show the body of the message. Manually added contact logs cannot be resent.|
Advanced filters in the Contact Log History Report
|Contact Method||Use this filter to determine which contact logs to include in the report based on the contact method used to contact the client.|
|Mail Type||Use this filter to determine which contact logs to include in the report based on which type of notification was issued. Only one selection can be made at a time.|
|Contact Type||Use this filter to determine which contact logs to include in the report based on which contact type was used to contact the client.|
|Mail Status||Use this filter to determine which contact logs to include in the report based on the status of the notification.|