Comprehensive Contact Report (BOLD Analyze)

October 02, 2026 17:35

Shows a comprehensive list of information associated with Contact in front office.

Note: This report is part of the INSIGHTS product, please contact your Account Manager to learn more.

Click on the links below for more information:

If you don't have access to INSIGHTS/Analyze, please reach out to your Account Manager.

CHAPTERS

Legend
Filter Panel
Locating the Analyze Report
Logic
Filter Options
Graphs/Widgets
Field Details

Shows a comprehensive list of information associated with Contact in front office.

Filter Name	Options	Description
Division	All available Employers List	Filter Company's Employer
Region	All available Region List	Filter Company's Region
Office	All available Office List	Filter Company's Office
Company		Filter Company's Name
Industries	All available Company Industries	Filter Company's Industry
Contact Representative	All available Users	Filter Contact's Representative
Contact Status	All available Contact Status	Filter Contact's Status
Date Type	Date Entered, Invoice Date, First Invoice Date, Last Invoice Date
Date From		Filters contact based on date type and which falls under the given date range
Date To
Date Range	None, Today, Tomorrow, …	When 'Date Range' is selected, 'Date From' and 'Date To' will be automatically disabled. The user will need to select either 'Date Range' or enter 'Date From' and 'Date To'.

Field Name	Description	Notes
Company Employer	Company Employer
Company Region	Company Region
Company Office	Company Office
Company	Company Name
Company Department	Company Department Name
Industry Code	Company Industry Code
Contact ID	Contact's ID in front office
First Name	Contact's First Name
Last Name	Contact's Last Name
Contact	Contact's Full Name
Title	Contact's Title
Contact Department	Contact's Department Name
Contact Status	Contact's Status
Address 1	Contact's Address 1
Address 2	Contact's Address 2
Country	Contact's Country
City	Contact's City
State	Contact's state
Province	Contact's Province
Zip	Contact's Zip Code
Work Phone	Contact's Work Phone
Mobile Phone	Contact's Mobile Phone
Fax	Contact's Fax
Other	Contact's Other
Email 1	Contact's Email 1
Email 2	Contact's Email 2
Contact Representative	Contact's representative in a comma separated form
Latest Activity	Contact's Latest Activity
Latest Activity Entered By	User who entered contact's latest activity
Last Contact Date	Contact's Last Contacted Date
Referred By	Contact's Referred By in a comma separated form
Referrer Of	Contact's Referrer Of in a comma separated form
Billing Contact	Contact's Billing Contact
Company Head	Contact's Company Head
Contact Entered Date	Date when Contact was entered in the system
Contact Tags	Contact's Tags in a comma separate form
Contact Source	Contact's Sources in a comma separate form
Contact Skills	Contact's Category and Skills in dynamic columns