The Contacts Report provides a detailed list of all Contacts stored in your Event Temple account. It’s designed to help you manage and analyze your contact database — including leads, clients, and partners — with flexible filtering, sorting, and export options.
Overview
This report displays one row per Contact, showing key details such as:
Name
Email
Job Title
Account (the company or organization the Contact is associated with)
Phone Number
Created By (the user who added the Contact)
Created At (the date the Contact was created)
Bookings Count (the number of Bookings linked to the Contact)
Each column can be shown, hidden, or rearranged from the Columns menu.
Available Filters
You can add one or multiple filters to narrow your search results.
The following filters are available:
Filter | Description |
Created At | Filter by the date the Contact was created. |
Updated At | Filter by the last modified date. |
Account | Filter Contacts by their associated Account. |
Created By | Show only Contacts added by a specific Event Temple user. |
Sync Status | View Contacts based on PMS or CRM integration sync status. |
Country | Filter by the Contact’s country. |
City | Filter by the Contact’s city. |
State | Filter by province or state. |
Country Code | Filter by the country code of the Contact’s phone number. |
💡 Example use cases:
To find all new Contacts added this month by a specific user → use Created At = This Month and Created By = [User]
To see all Contacts located in Calgary → use City = Calgary
To find Contacts synced from your PMS → use Sync Status = Synced
Sorting
Click on a column header (like Name, Created At, or Bookings Count) to sort results in ascending or descending order.
Sorting helps quickly surface newest Contacts, top accounts, or alphabetized lists.
Customizing Columns
Click the Columns button to adjust which data is visible in your report.
You can add or remove columns such as Job Title, Phone Number, or Bookings Count depending on your reporting needs.
💡 Example: If you’re preparing a marketing export, you might only show Name, Email, Account, and City.
Saving a View
Once you’ve configured your preferred filters, sorting, and columns, click Save View to keep it for future use.
This is especially useful if you routinely export the same contact lists (e.g., “Corporate Clients” or “Leads Created This Quarter”).
Exporting
Click Export As… to download your filtered report in .CSV format.
Exports respect the filters and columns you’ve applied on-screen.
Tips & Best Practices
✅ Use Updated At to track recently modified records before syncing or follow-up campaigns.
✅ Filter by Account to review all Contacts tied to a key client.
✅ Combine Country and Bookings Count to identify high-value regions.
✅ Save recurring views for quick access to your most-used reports.
