Data Reports

Data reports allow you to download summary spreadsheets of results from your emails and campaigns, or have them emailed to you on a schedule. Note that you can also view your results graphically within the software using our Visual Reports.

Data reports are accessed via Data & Reports > Data

You will see a screen in which you can select the types of data you would like to report on.

There are currently three types of data reports: Advocacy, Fundraising and Email

Creating an Advocacy Data Report

We provide an Advocacy Summary report which reports on any non-fundraising pages:

Downloading a report

If you click download

, you can quickly export the report, and customize the date range and settings of the report.:

You can either return the data:

• by Page, which allows you to select the type of pages you want to report on, or you can select all advocacy pages. Note that legacy pages cannot be filtered on, but are reported on if you choose to report on all pages
• by Attribute, which allows you to filter on specific attributes

Clicking “Generate” will start a job that you can retrieve from the Job Monitor menu.

The file will contain summary data for each advocacy page that took submissions during the timeframe you chose.

Scheduling reports

You can schedule reports to be emailed to you on a regular basis. Click New Report

instead of Download and complete the settings there.

You will need to choose the email address, set a frequency, and a day that you want the report to run. Tick the “active” box to schedule the automated report and save.

What’s in an Advocacy Data Report?

The report groups advocacy pages, showing a row of data for each tracking source and then a total row. The columns are explained below:

Creating a Fundraising Data Report

Out of the box, you can run two fundraising data report types:

• Fundraising Summary gives a report on single transactions with some comparisons to recurring. It groups the data by page name, currency and tracking
• Fundraising Recurring Summary gives a report on recurring transactions with some comparisons to single. It groups the data by page name, month and currency

Downloading a report

if you click download

next to a report type you can customize the reporting currency, date range, and whether report on specific (or all) fundraising pages, or on an attribute.

You can either return the data:

• by Page, which allows you to select the type of pages you want to report on, or you can select all fundraising pages. Note that legacy pages cannot be filtered on, but are reported on if you choose to report on all pages
• by Attribute, which allows you to filter on specific attributes

Clicking “Generate” will start a job that you can retrieve from the Job Monitor menu.

The file will contain summary data for each fundraising page that took submissions during the timeframe you chose.

Scheduling reports

You can schedule reports to be emailed to you on a regular basis. Click New Report

instead of Download and complete the settings there.

You will need to choose the email address, set a frequency, and a day that you want the report to run. Tick the “active” box to schedule the automated report and save.

What’s in an Fundraising Data Report?

Fundraising Summary

Fundraising Recurring Summary

 

Creating an Email Data Report

Out of the box, we offer an email campaign summary report:

Downloading a report

If you click the download icon, you can customize the date range and settings of the report.

You can optionally include extra columns that give you statistics on the results of donations and advocacy completions from the email campaign.

Clicking “Generate” will start a job that you can retrieve from the Job Monitor menu.

The file will contain summary data for all the message sent during the timeframe you chose and fundraising and/or advocacy information generated by those emails if you ticked the box to include it.

Scheduling reports

You can schedule reports to be emailed to you on a regular basis. Click New Report

instead of Download and complete the settings there.

You will need to choose the email address, set a frequency, and a day that you want the report to run. Tick the “active” box to schedule the automated report and save.

What’s in an Email Data Report?

Each row of your Email Data Report represents an individual Email Campaign that was sent.