Interaction Reports Overview

As a result of 4Degrees being connected to your communication sources (primarily email and calendar), our product can provide you with a rich overview of how your team is interacting with other people and organizations.  Our interaction reporting capabilities are built to help you visualize that information and put it to use.

Interaction reports can help you answer questions like:

1. How many meetings did we have across the team in the last week? (Grouping by Interaction Type)
2. Who on the team has the most meeting and / or email activity in the past month? (Grouping by Teammate Name)
3. What deals / LPs / relationships? have had the highest level of activity on our team in the past week? (Grouping by Deal Name)
4. Should more of our meetings really be emails? (Hard to answer solely from the numbers, but - if those numbers are close together, maybe?)
5. How can I see all the notes we've taken across all contacts + deals in the past month (filter for Interaction Type = Contact Interaction and Deal Notes)

One important note on interaction reporting: the amount of interaction data that is available to you to report on is dependent on the overall sharing settings chosen by you and your teammates.  Put another way, if a teammate is choosing to share "All interaction dates" (which doesn't include the type of interaction it is), then the report will display "Not Shared" as the Interaction Type for all of their interactions with Contacts.  

As a result, there may be data that you can see individually on a contact's page (either because that data is your own, or a teammate has made an exception to give you more access to their data), that you won't be able to see on an Interaction Report (because the full team does not have permissions to see that information).

To access interaction reporting in 4Degrees:

1. Click "Reports" in the navigation bar at the top of your page

2. Click "Contact Report" in the top right, and then "Interaction Report" in the drop-down menu that appears.

3. You'll then land in our default interaction report - which will show you how many interactions (by team member who uses 4Degrees) that our system has detected in the past 7 days:

By default, the table underneath will show the interaction type (meeting, email, note, call, or not shared), the interaction date, which teammate had the interaction, which contact (and / or deal) they interacted with, and any interaction details they've made available to the team:

From here, you have a number of choices as to how to customize this to fit your team's needs further.  That includes:

• Grouping / organizing this information differently: by date, deal, interaction type, and contact
• Filtering out interactions you don't find relevant to your analysis (e.g., if you only wanted to see meetings by person, you could filter out all other interactions), or broadening the scope (e.g., including the last month of interactions - though that may impact loading time)
• Editing the columns in the table to get the requisite level of detail to make sense of the interaction summary in the chart.

Once you have the report in the format that you're looking for, you can also export it to a number of formats (PDF, CSV, and PNG).