Report Builder - Pages

A Pages type custom report will output a list of pages, each on their own row. The pages report also include subcategories of Advocacy, Fundraising, and Engagement pages.

Pages

You will first need to select the pages that should be included in the report. From this screen you can select pages and preview them using the icon.

In this modal window, you can select the page type and you will get a listing of all relevant pages and their folder. You can click on a folder to see its contents. Also, you can select the “Show all pages” option at bottom to just see the pages without their folders. Lastly, you can check the box for a folder to add all pages within it.

Segment

Any report can be filtered to only include supporters within a particular segment. After selecting the pages, there will be an option to include either all supporter or filter based on a segment. If the option to filter with segments is selected, you will be given the option to select from either a predefined segment or a custom existing segment. Once the report is run, any segments applied to it will be auto-refreshed to make sure you are getting the most recent data. What this will do is show the report based on the specific supporters who are part of the selected segment.

Advocacy Fields

The fields shown differ based on the types of pages selected for the report

Advocacy

Fields	Tag	Definition
Page Name	Advocacy	The name of the page in Engaging Networks.
Page ID	Advocacy	A numerical ID of the page (can be found in the page URL).
Page Status	Advocacy	Live, New, Test, etc.
Attributes	Advocacy	Attributes are tags that can be applied to pages
Page Type	Advocacy	ETT, CTC, PET, etc.
Page Create Date	Advocacy	Date page was created
Last Action Taken	Advocacy	Last action taken by page
Last Action Date	Advocacy	Last action date taken by page

Advocacy Insight

Insight Fields	Tag	Definition
Total Number of Actions	Insight	Sum of actions by page
Average Number of Actions Per Supporter	Insight	Per supporter per page
Page Views	Insight	similar to advocacy summary report
Page Conversion Rate	Insight	similar to advocacy summary report
Total Click	Insight	similar to advocacy summary report
Email Action Rate	Insight	similar to advocacy summary report
Email Action Rate	Insight	similar to advocacy summary report
Total Click	Insight	similar to advocacy summary report
Total Messages Sent	Insight	similar to advocacy summary report

Fundraising Fields

The fields shown differ based on the types of pages selected for the report

Fundraising

Fundraising Fields	Tag	Definition
Page Name	Fundraising	The name of the page in Engaging Networks.
Page ID	Fundraising	A numerical ID of the page (can be found in the page URL).
Page Status	Fundraising	Live, New, Test, etc.
Attributes	Fundraising	By page, group by
Main Gateway	Fundraising	Payment gateway used by the page
Page Type	Fundraising	Type of fundraising page
Page Create Date	Fundraising	Date the page was created
Page Create Time	Fundraising	Time the page was created
Online Only Event?	Fundraising	Y/N was the event online only
Event Tags	Fundraising	Per event, separated by comma
Is a Recurring Event?	Fundraising	Y/N if the event is recurring

Fundraising Insights

Field	Tag	Definition
Highest Gift Amount	Insight	By page for successful transactions (single and recurring)
Most Recent Gift Amount	Insight	By page for successful transactions (single and recurring)
Average Gift Amount	Insight	By page for successful transactions (single and recurring)
Median Gift Amount	Insight	By page for successful transactions (single and recurring)
Refund Rate	Insight	By page `total refund amount / total raised`
Average Refund Value	Insight	By page `total refund amount / number of refunds`
Total Raised	Insight	Sum by page for successful transactions (single and recurring)
Total Number of Gifts	Insight	Number of transactions (single and recurring)
Total Single Gifts	Insight	Sum of one time transactions
Active Recurring Gifts	Insight	Number of active recurring gifts
Total Single Gifts (Count)	Insight	Number of one time transactions
Active Recurring Gifts (Count)	Insight	Number of recurring transactions
Failed Recurring Donations	Insight	Sum of recurring donations that had a failed status for single and recurring by page
Total Fees Covered	Insight	successful transactions (single and recurring)
Total Refunds Amount	Insight	Total amount of refunds (single and recurring)
Total Supporters	Insight	Total number of supporters (Single and recurring)
Total Related Emails Sent	Insight	Total number of emails related to this page
Upsell Used?	Insight	An upsell lightbox was used on this page (Y/N)
Total Single Transactions from Mobile	Insight	Sum of one time donations made via mobile
% of Single Transactions from Mobile	Insight	Percentage of one time transactions from mobile
% of Single Transactions vs. Recurring	Insight	Percent of one time vs recurring transactions
Ticket Sales Amount	Insight	Total for event
Number of Tickets	Insight	Number of tickets sold for an event
Number of tickets Remaining	Insight	Number of tickets remaining for an event

Engagement Fields

The fields shown differ based on the types of pages selected for the report

Engagement

Engagement Fields	Tag	Definition
Page Name	Engagement	The name of the page in Engaging Networks.
Page ID	Engagement	A numerical ID of the page (can be found in the page URL).
Page Status	Engagement	Live, New, Test, etc.
Attribute	Engagement	Attributes are tags that can be applied to pages
Create Date	Engagement	Date page was created
Create Time	Engagement	Time page was created

Engagement Insights

Insight Fields	Tag	Definition
Page Views	Insight	Number of times the page has been viewed
Number of participants	Insight	Number of supporter participants on the page
Number of sent emails	Insight	Number emails sent

Adding and reordering fields to the report

Simply click on the fields to include them in your custom report. Once fields have been added, they can be reordered in the right hand column by clicking, dragging, and dropping them into place. Fields can also be removed from the report by selecting the icon.

Finalize

You will need to complete a few more fields to finalize and generate your report. You will receive an email notification once the report is ready to download from Engaging Networks. From the main dashboard it can be downloaded using the icon. As the report processes, you will see a icon.

Field	Definition
Report Name	User defined name for the report.
Order Fields by	Choose the field by which to order the fields.
Group Fields by	Choose the field to group data by. The resulting data will be grouped by this field, and a new row will show below each group that will contain the sum of any field that can summed up.
Send to	Email address of the report recipient. To add more email addresses, go to Hello > Account Settings > Account Emails and define the email address as a Report recipient type.
Frequency	Once, Weekly, or Monthly
Once
Start Date	The report will include transactions added on or after this date.
End Date	The report will include transactions added on or before this date.
Weekly and Monthly
Frequency Day	Selecting Weekly or Monthly runs the report on the specified Frequency Day, generating either the previous week's data or the previous calendar month's data, respectively