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Generating reports of new contacts added within a specified time frame

New Member
Posts: 2
Country: Canada

Generating reports of new contacts added within a specified time frame

Is there a way to generate some kind of report of the new contacts added within a specified time frame, say the last 30 days?  With that being said, I was also hoping there would be a way to break it down into groups as well.

 

Example:  If I were asked to generate a report of all the contacts added in the group 'Investors' during the month of May, would that be possible?

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Generating reports of new contacts added within a specified time frame

Simply create a lookup of contact for the date range based on the create date field. Then run any report for the current lookup.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 2
Country: Canada

Re: Generating reports of new contacts added within a specified time frame

That's Great, thank you so much. Is there some way we can break it down to reflect any contact added within a specified time frame to a specific group?
Copper Elite Contributor
Posts: 108
Country: United States

Re: Generating reports of new contacts added within a specified time frame

Bear with me for a minute here this isn't a perfect answer but might be what you are looking for.  You could:

 

1. Create a new custom activity type that pertains to "Contact added to group"

 

2. When a contact or contacts are added to a group use that custom activity/history type to record a group history entry

     using the newly created custom activity type "Contact added to group".  Make sure you click the record history icon

     in the group view not the contact detail view then specify the contact(s) involved.    

     

3.  Then when you want to find the contacts added to that group for a given date range, use the group filters. 

      Filter by type = history only, group histories only (not group and contact history), then custom date range that you want.  

 

Yes this will grab all group histories for a given custom date range not just contact add records.  Group-only histories

however should be in much smaller quantities than those tied to contacts.