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Report Builder - Pages

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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.

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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 image-20250523-190848.png 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.

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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.

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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 image-20250523-184727.png icon.

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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 image-20250523-161528.png icon. As the report processes, you will see a image-20250523-190152.png 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

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