1
Opening Contact Reports
Contact reports give you a top-down view of your database — how big it is, how fast it's growing, and where growth is coming from.
- Go to Reporting in the left sidebar — Click the Reporting icon (bar chart). This opens the Reporting hub with multiple report types available.
- Select "Contacts" from the reporting submenu — You'll land on the Contact Reports overview page.
- Read the top-level stats — The first things you'll see are three summary numbers: Total Contacts in your database, New Contacts in the selected period, and Growth Rate (percentage change vs. prior period).
- Set your date range — Use the date range selector at the top right to filter the report to the period you care about. The growth trend chart below the stats will update to match.
- Scan the growth trend line chart — This chart shows new contacts added per day or per week over your selected period. A steady upward slope is healthy. Flat or declining weeks are worth investigating.
Jtek
Dashboard
Contacts
Reporting
TOTAL CONTACTS
1,247
NEW THIS MONTH
47
↑ 12%
GROWTH RATE
3.8%
↑ vs last mo
NEW CONTACTS — LAST 30 DAYS
Tip: Set a monthly goal for new contacts and check this report on the 15th of each month. If you're below pace, you have two weeks to adjust your lead generation activity before the month ends.
2
New Contacts by Source
This bar chart breaks down exactly which channels brought new contacts into your database over the selected period.
- Find the "New Contacts by Source" chart — Scroll down on the Contact Reports page. It's typically the second major chart section, below the growth trend line.
- Read each source bar — The horizontal or vertical bars represent sources: Form Submission, Manual Entry, CSV Import, API, Facebook Lead Ads, etc. The length of each bar shows how many contacts came from that source.
- Identify your top-performing channel — The longest bar is your primary lead source. If it's "Form Submission," drill deeper to see which specific form is driving the most leads.
- Watch for "Manual" or "Unknown" concentration — If a large percentage of your contacts have no source or are marked Manual/Unknown, your tracking is incomplete. This is important to fix — you can't optimize what you can't measure.
- Compare sources month over month — Use the date range selector to look at different months side by side. If Facebook was strong in January but weak in March, that's a signal your campaigns may have fatigued.
Tip: Cross-reference this chart with your pipeline to understand which sources generate leads that actually convert — not just volume. High-volume sources with low pipeline entry rates may signal a quality problem with those leads.
3
Contact Activity Report
The activity report separates your engaged contacts from the dormant ones — so you know where to focus re-engagement efforts.
- Find the Activity section in Contact Reports — Scroll past the source chart to the Activity section. It shows a breakdown of your contacts by recent engagement.
- Active contacts — Contacts who have had a conversation, appointment, or pipeline movement within the last 30 days. These people are warm — they're in active dialogue with you or your system.
- Inactive contacts — Contacts sitting dormant with no recent activity. A large inactive bucket is an opportunity — these people opted in at some point and haven't converted yet.
- Use this to run re-engagement campaigns — Filter your contact list by "inactive, last contacted more than 60 days ago" and send a re-engagement sequence. Even a 5–10% re-activation rate can generate significant pipeline from an existing list.
- Watch the active-to-inactive ratio over time — As your list grows, if the inactive pile grows faster than the active pile, you're accumulating dead weight. This means either your lead quality is dropping or your follow-up system is breaking down.
4
Tag Distribution Report
Tags are how you categorize contacts in Jtek. The tag distribution report shows you the composition of your list at a glance.
- Find the Tag Distribution section — It's typically a table or chart in the lower section of Contact Reports. Each row shows a tag name and the count of contacts with that tag.
- Read the numbers to understand your list composition — Example: "Hot Lead": 45, "Past Client": 112, "Referral": 23, "Cold": 380. This tells you at a glance that most of your list is cold — that affects your strategy.
- Use it to size your audience before sending a broadcast — Before sending an SMS or email campaign to a specific tag segment, check here to see how many contacts are in that segment. This helps you predict response volume and manage sending costs.
- Identify over-tagged or under-tagged contacts — If many contacts have no tags at all, that's a tagging gap in your workflows. Tags enable segmentation — untagged contacts can't be targeted effectively.
- Review tag relevance quarterly — Tags you set up a year ago may no longer reflect how you segment your list today. Archive obsolete tags and create new ones that match your current strategy.
TAG DISTRIBUTION
Cold
380
Past Client
112
Hot Lead
45
Referral
23
Tip: Keep your tag taxonomy simple — aim for fewer than 20 tags total. Too many tags create confusion and make segmentation harder, not easier. Use tags for the most important lifecycle stages and campaign groups only.
5
Exporting Contact Reports
You can download any contact report as a CSV file for use in spreadsheets, external analysis tools, or sharing with your team.
- Set your date range and filters first — Configure the report to show exactly what you want to export before downloading. The export captures whatever is currently displayed in the report.
- Click "Export CSV" — Look for the Export button in the top right of the report section. It generates a download of the report data as a .csv file.
- Open in Google Sheets or Excel — The CSV can be opened in any spreadsheet application. In Google Sheets: File → Import → Upload the CSV. In Excel: just double-click the file.
- Use it for custom analysis — In a spreadsheet you can sort, filter, create pivot tables, build custom charts, and do calculations that Jtek's built-in report doesn't offer.
- Share with your team — If you have a VA, marketing coordinator, or business partner who needs data access without logging into Jtek, export and share the CSV with them directly.
Tip: Export a monthly contacts report at the end of each month and save it with a dated filename (e.g., contacts-report-march-2026.csv). Building this archive lets you do historical comparisons that the in-app date picker may not support.