How to set up the Contact Field by Date report

The “Contact Field By Date” report in Graphly is a powerful, versatile report template that enables users to generate detailed, customized reports based on contact date fields. With the ability to select both standard and custom date fields, set a specific date range, and apply filters to refine results, users can gain actionable insights tailored to a variety of scenarios.

This guide will walk you through setting up the “Contact Field By Date” report and show you how to use its flexibility for various reporting needs.

Display Tab

Select the chart type you wish to display the report as.

Check the Show Totals box to see the total number of contacts returned in the results beneath the title of the report.

Settings Tab

Date Field

Start by selecting the specific date field you wish to analyze. This could be a standard field like “Created Date” or any custom field you’ve added to Keap, such as “Follow-Up Date.”

The report will only display contacts with dates in the chosen field that fall within your specified range.

Date Range

Choose the date range you want to focus on. This could be any predefined period (e.g., “Last 30 Days” or “Year”) or a custom range.

Filters Tab

Add contact filters to narrow down your report to specific scenarios. You can filter by tags or custom fields to isolate a particular group of contacts.

For example, use a “Status” custom field to show only “Active” contacts or select an “Appointment Attendance” custom field to differentiate between attendees and no-shows.

Report Examples

This report’s flexibility makes it adaptable to numerous reporting scenarios. Here are a few practical examples to inspire you:

Example 1: Analyzing Appointment Attendance

Imagine you’re tracking your appointment attendance over the past month.

1. Date Field: Select “Appointment Date.”

2. Date Range: Choose “Last Month.”

3. Filters: Apply a custom field filter, such as “Appointment Status,” and set it to “Attended.”

This report will display all contacts who attended an appointment within the previous month.

Alternatively, set the “Appointment Status” filter to “No-Show” to identify contacts who missed their appointments. This insight can help with follow-up efforts and reduce future no-shows.

Example 2: Tracking Lead Nurturing Progress

If you’re running a lead-nurturing campaign and want to track leads created within a certain timeframe:

1. Date Field: Choose “Created Date.”

2. Date Range: Set a custom range for the duration of your campaign.

3. Filters: Use tags to filter by campaign status, such as “New Lead” or “Re-engaged.”

This report will map the creation dates of all leads engaged in the campaign, providing insight into the volume and progress over time.

Example 3: Follow-Up Management

Suppose you want to track follow-up dates for contacts who are due for a check-in.

1. Date Field: Select a custom date field like “Follow-Up Date.”

2. Date Range: Set the range to the current month.

3. Filters: Add a tag filter to isolate contacts who are in your follow-up sequence.

The report will show all contacts with a follow-up scheduled this month, helping ensure no one is missed.