Direct Contact Summary

Shows the count of direct contact interactions grouped by contact method and date range.

Location

This panel appears on the following dashboards:

• User Dashboard

Modules Included

• Direct Contacts

Filters

Applied Filters

• Viewable records — Only Direct Contacts the current user has permission to view are included.

Non-Applicable Filters

• Sites — Direct Contacts do not have a site field.

• Interventions — Direct Contacts do not have an intervention field.

• Projects — Direct Contacts do not have a project field.

• Action Plans — Direct Contacts do not have an action plan field.

• Settings — Direct Contacts do not have a setting field.

• Verified — Direct Contacts do not have a verification status field.

• Session Date Range — Direct Contacts do not have session occurrences.

• Primary Curriculum — Direct Contacts do not have a curriculum field.

• Collaborator — The collaborator filter maps to the created-by user for Direct Contacts.

Calculations

1. PEARS retrieves all viewable Direct Contacts that match the current dashboard filters.

2. Contacts are grouped by their date range (time period).

3. Within each date range, contacts are further grouped by contact method (Phone, In-Person, Email, Video Conference, Social Media, Text, Other).

4. A stacked bar chart is displayed where:

   • The x-axis shows the date range categories.

   • Each stacked segment represents a contact method.

   • The segment height represents the count of contacts using that method in that date range.

Additional Notes

• Contact methods are color-coded in the chart legend for easy identification.