How to set up the Contact Table Report

The “Contact Table” report in Graphly provides a clear, customizable table view of your contact data. With the ability to select both standard and custom fields as column headers, you can tailor the report to display the specific contact information most relevant to your needs. Additionally, the report offers options for sorting by any field and applying filters to refine results, making it a highly versatile tool for contact management and data analysis.

This guide will help you set up the “Contact Table” report and explain its core features and use cases.

Display Tab

The only chart type available for this report is Table. You can also check the Show Total Number box in order to display the total number of results underneath the title.

Settings Tab

Column Selection

Start by choosing the fields you want to display as columns in the report. You can include both standard and custom fields, such as Name, Email, Lead Source, Date Created, or any other field in the contact record.

The selected fields will appear as column headers in the table, with each contact’s data organized in corresponding rows.

Click the arrow next to any column header to set it as the primary sorting column. This will organize the table based on the values in that field.

Choose Ascending (up) to display values from lowest to highest (e.g., A-Z or earliest to latest) or Descending (down) for the opposite order. This feature allows you to quickly arrange contacts by key data points, such as contact name or lead score.

Filters Tab

Add filters to segment the data. Use filters to include only contacts that meet specific criteria, such as tags or custom field values.

For example, apply a filter for contacts with a tag like VIP or Prospect to create a focused view of your contact base within the table.

Report Examples

Here are a few examples to illustrate the flexibility and functionality of the “Contact Table” report:

Example 1: Viewing a Lead Score Table

If you want to review your contacts by lead score:

1. Columns: Select fields like “Name,” “Email,” and “Lead Score.”

2. Primary Sorting: Set “Lead Score” as the primary column, sorting in descending order.

3. Filter: Apply a filter to show only contacts marked as “Active Leads.”

This report will display a list of your active leads sorted by lead score, helping you prioritize high-scoring leads for follow-up.

Example 2: Tracking Upcoming Appointments

To monitor contacts with upcoming appointments:

1. Columns: Include “Name,” “Phone Number,” “Appointment Date.”

2. Primary Sorting: Set “Appointment Date” as the primary column, sorted in ascending order.

3. Filter: Use a tag or custom field filter like “Confirmed Appointment” to display only confirmed appointments.

This report will provide a chronological view of upcoming confirmed appointments, making it easy to track and prepare for client interactions.

Example 3: Contact Table for High-Priority Clients

If you want to create a table view of high-priority clients for quick reference:

1. Columns: Choose fields like “Name,” “Account Manager,” and “Priority Level.”

2. Primary Sorting: Set “Priority Level” as the primary column, sorted in descending order.

3. Filter: Apply a filter such as “High Priority” to display only high-priority contacts.

This report will give you a list of key clients managed by your team, sorted by priority, for a clear view of important contacts.

Tips for Getting the Most Out of the “Contact Table” Report

• Save Configurations: If you frequently need a specific table setup, save the configuration for easy access in the future.
• Use Multiple Filters: For added precision, combine filters to create highly specific views of your contact data.
• Adapt Columns to Your Needs: Tailor the column selection based on your goals, such as sales, customer support, or general client management.