The Contact Data Summary Report allows you to view the specific values stored in a profile field for all contacts on your specific list. You can view all contacts, the most popular values, and search for specific values in a field.
The Contact Data Summary is helpful when determining what information is available and how it is formatted. For instance, if you are collecting data on the State your contacts live in, do you know if you are collecting the full state name or the two letter abbreviation?
📌 This data can then be used to inform your filtering strategy to make sure you are targeting your contacts correctly.
The Contact Data Summary can be found in the navigation under Analytics > General Analytics Contact Data Summary.
Sorting and Filtering
You may want to quickly locate specific fields in your report. The fields are grouped into their respective Field Groups and within each field group the fields are listed in alphabetical order.
💡 Use the minus sign next to the field name header to quickly collapse all fields
Next to each field you will also see the specific data type the filed is saved as. You can use the search filters at the top of each column to locate a specific field name or data type.
Contact Data Details
Clicking any of the underlined field names takes you to the contact data details for the particular field. In this view you will see a report of all contacts and what information they have filled out in the specific field.
The pie chart displays the most popular responses saved in the field and the number of contacts with this data.
⚠️ The data displayed will aggregate different formats, such as data in all caps or using sentence case. Different spellings or punctuations will not be aggregated.
Clicking on a contact's email address in the chart view will open the contact's profile where you can see additional fields the contact has filled out in their profile.
Use the filter options to limit results to email addresses with specific characteristics or fields filled with certain values. These results can be exported, if desired.