Contacts by Region Report

By |2021-07-23T11:00:24-05:00March 23rd, 2018|Comments Off on Contacts by Region Report

Introduction

The Contacts by Region Report looks at the “State/Province” field and the “Zip/Postal” field on the Address Info tab of each Customer:Job form and lists those contacts accordingly.  This information is useful in determining the geographic density of your customer base, which can then be used to plan effective and informed marketing and service strategies.

Form Access

  • From the main menu, click Reports | Contacts & Jobs | Contacts by Region, or use the Report Navigator.

Contacts by Region File Path

Contacts by Region File Path

Report Options

Contacts by Region Report Options

Contacts by Region Report Options

Date Filter Area

The following date filtering is available in this report.

  • Date Range – Choose from a pre-defined range of time-frames from the “Date Range” drop-down list, or enter a custom range using the “From” and “To” fields.
  • Select by Date Created – This setting references the created/revised info on a contact’s Customer:Job form, and selects those to appear in the report based on their original creation date.
  • Select by Date Last Revised –  This setting references the created/revised info on a contact’s Customer:Job form, and selects those to appear in the report based on their latest revision date.

Options

This report supports the following view options.  At least one option must be picked for any results to be displayed.  The options work independently, and both may be ticked simultaneously to produce a report which displays both views.

  • Include View Grouped by State – When ticked, the report will include a view of the results grouped by state.
  • Include View Grouped by Postal Code – When ticked, the report will include a view of the results grouped by postal code.

Other Controls

  • Cancel – The Cancel button closes the window.
  • Preview – The Preview button will show an on-screen display of the report, from which a hard-copy can be printed.  The preview screen is also capable exporting the report in a PDF format for email use.  A text search function in the preview screen can be used to locate a particular string of text.
  • Close Window on Preview – Ticking this checkbox will have the options window automatically close when the Preview button is clicked.

Example

Below is an example report (which may have been cropped and shrunk to conserve space).

Contacts by Region PDF

Contacts by Region PDF

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HVAC Electrical Plumbing Software

Aptora delivers a true All-In-One services software solution including CRM, accounting, payroll, inventory, vendors, sales, marketing, dispatch, flat rate pricing, and more. NO 3rd party plugins or integrations required. Created by contractors for contractors, we know what it takes to grow your services-based businesses.

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