Contact History Report
The Contact History Report enables you to view details about the Schedule Entries within the selected Date Range, which are associated with a given Contact as Staff Contact, Entry Contact or a contact based Attendee.
The maximum date range is 31 days. The report includes information about any horse and also other attendee allocations on the Schedule Entries.
For example; you could choose to view all visits by a particular client within a given month, or all tasks assigned to a particular staff member or student in a certain time period.
The Contact Report is accessed from the Reports screen. Click the Reports item on the main menu.
Click GO TO REPORT on the “Contact History” Report item:
Alternatively, if you are already on another Reports sub-screen you can select the report from the Reports sub-menu:
Another alternative, you can access this report from the Contacts list too:
From any of the above ways of accessing this report, Stable Manage will display the Contact History report screen shown below.
Click in the Select Contact search box to begin:
For this example I have typed “Anne Marie”:
Select the date range or leave the default values of the last 31 days:
Note that Stable Manage is displaying the contact I selected in the main body of the page. Click DISPLAY OR DOWNLOAD REPORT to see the Report options:
Stable Manage displays four options:
- DISPLAY SUMMARY REPORT
- DOWNLOAD EXCEL (.xls)
- DOWNLOAD CSV (.csv)
The DISPLAY SUMMARY REPORT option displays a summarised version of the report in reverse date order, with all Attendees and Allocations rolled up into a single row:
The two DOWNLOAD EXCEL and DOWNLOAD CSV options will download a file of the respective file type, each of which includes an identical detailed report.
The detailed report contains the following columns:
- Activity Type
- Activity Sub-Type
- Activity Status
- Activity Date From
- Activity Start Time (hh:mm)
- Activity Duration (hh:mm)
- Entry Contact Summary
- Allocation Type
- Horse Stable Name
- Horse UELN
- Horse Show Name
- Horse Residential Status
- Horse Activity Status
- Owner Contact Summary
- Attendee Summary
- Staff Contact Summary
- Activity Notes
IMPORTANT: Where a given entry on the report has allocations (either attendees or horses), there will be a row per allocation.
Remember that an allocation can be; just a horse, just an attendee (person) or both!
Where there is no horse on an allocation, the horse related columns in the report will be left blank – this is normal.
RESET clears the form so that you can start over.
Please contact us if you have any questions about this or any other report function.