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Report Builder - Supporters

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A Supporters type custom report will output a list of supporters, each on their own row.

Segment

Any report can be filtered to only include supporters within a particular segment. After selecting the category, 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.

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Fields

Constituent

The constituent fields include all tagged and untagged supporter fields configured in your Engaging Networks account. All have a tag of Constituent. Examples could include:

First Name
Last Name
Email
Phone Number
Address 1
City

Insight

Field

Tag

Definition

Total Raised

Insight (Fundraising)

Total amount donated by this donor from beginning, including single and recurring

Is a recurring donor?

Insight (Fundraising)

Y/N

Highest Previous Contribution (amount)

Insight (Fundraising)

Based on the Previous Contribution configuration in the account. For all donations

Most Recent Contribution (amount)

Insight (Fundraising)

For all donations

Average Gift Amount

Insight (Fundraising)

For all donations

Total Fees Covered

Insight (Fundraising)

For all donations

Total Refunds

Insight (Fundraising)

For all donations

Single Gifts to Date

Insight (Fundraising)

Sum of donations from 1st single donation to last one

Recurring Gifts to Date

Insight (Fundraising)

Sum of donations from 1st recurring donation to last one

Single Gifts Count to Date

Insight (Fundraising)

Number of single donations made by the supporter

Recurring Gifts Count to Date

Insight (Fundraising)

Number of recurring donations made by the supporter

Reporting Currency

Insight (Fundraising)

Selected Currency

Total Raised from Emails

Insight (Fundraising)

Sum of all donations made from an email for each supporter

Days on file

Insight (Fundraising)

The number of days the supporter's record has been on file

Total Number of Actions

Insight (Advocacy)

Count of all advocacy actions

Total Petitions Signed

Insight (Advocacy)

Count of petitions signed

Total Target Pages (Submitted)

Insight (Advocacy)

Count for ETT, CTT, XTT

Total Targets Contacted

Insight (Advocacy)

Count of contacts targeted with ETT, CTT, XTT

Total Advocacy Actions from Email (submitted)

Insight (Advocacy)

Count of all advocacy actions from an email

Engagement Score

Insight (Email)

The supporter email engagement score

Number of Emails Opened

Insight (Email)

Count of opened emails

Adjusted Click Rate

Insight (Email)

Click rate calculated out of number of opens per supporter

Number of Tickets Bought

Insight (Events)

Count of event tickets purchased

Total Amount

Insight (Events)

Total raised from events (sales + additional donation)

Ticket Sales Amounts

Insight (Events)

Total sales from events

Additional Donations

Insight (Events)

Total additional donations from events

Total Refunds

Insight (Events)

Total refunds from events

Total Amount

Insight (P2P)

Total raised from peer to peer

Total Refund Amount

Insight (P2P)

Total refunds from peer to peer

Total Number of Tickets

Insight (P2P)

Total tickets from peer to peer

Question

Similar to supporter fields, this area will include any questions configured in your Engaging Networks account. All will be tagged as Question. Examples can include:
Opt-in
Events Opt-in
Questions #1
Question #2

Opt-in/Double Opt-in

Similar to question fields, this area will include any opt-ins/double opt-ins configured in your Engaging Networks account. Examples can include:
Opt-in
Events Opt-in

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 supporters added on or after this date.

End Date

The report will include supporters 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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