Contact Log History Report

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:

    1. Click the App Drawer button .
    2. In the App Drawer, click Reports.
    3. On the Reports menu, click Clients.
    4. On the Clients menu, click Contact Log History. The Contact Log History Report is displayed.

    Headings in the Contact Log History Report

    HeadingDescription
    ClientThe 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.
    DateThe date and time the client was contacted.
    UserThe client or staff member who made the contact. If the contact was automated by the system, this column will be labeled Automated.
    Contact MethodThe method of contact. The possible methods are: Email, In Person, Mail, Phone, Push, and SMS.
    CategoryThe name of the specific notification. (i.e., Event Booking Confirmation, New Appointment, Client Win-Back).
    Contact TypeThe 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.
    StatusThe status of the contact method. The possible Email statuses are: 

    • Sent – The message was delivered. 
    • Opened – The message was delivered and opened. 
    • Unopened – The message was delivered and not opened. 
    • Bounced – The message failed to deliver. This could occur for many reasons, some of which include: the recipient’s inbox is full, the recipient’s address is invalid, or the receiving server is unavailable. Hover over the status to learn more. 
    • Awaiting Send – The message is in the process of delivery. This status will change after the message has been processed. 
    • Failed – The message failed to send. Hover over the status to view the reason for failure if applicable.
       

    The possible SMS statuses are: 

    • Unopened – The message was delivered and not opened. 
    • Sent – The message was delivered. 
    • Failed – The message failed to send. Hover over the status to view the reason for failure. 
    ActionClick the More button An image of the more button which is three gray dots stacked vertically. 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

    FilterDescription
    Contact MethodUse this filter to determine which contact logs to include in the report based on the contact method used to contact the client.
    Mail TypeUse 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 TypeUse this filter to determine which contact logs to include in the report based on which contact type was used to contact the client.
    Mail StatusUse this filter to determine which contact logs to include in the report based on the status of the notification.
    Push StatusUse this filter to determine which contact logs to include in the report based on the status of the push notification.
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