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:

Page Name The name of the advocacy page
Page Type The page type: ETT for email-to-target, PET for petition, DCF for data capture, TWT for tweet-to-target, ECF for ecards, UNSUB for unsubscribe pages
Tracking Source The tracking ID if used
Total Actions Number of actions. Note: This includes blocked actions should a supporter ETT more than once within 24 hours
Total Messages Sent For ETT or TWT this is the number of emails or tweets sent
Page Views Estimated page views of the campaign page
Page Conversion Rate Percentage conversion. Total Actions/Page Views
Total Actions From Email For actions taken via a campaign link, the number of actions taken
% Actions from Email Total email actions as a percentage of all actions taken
Total Actions From Mobile Actions taken via a mobile device
Page Views From Mobile Estimated page views of the campaign page via a mobile device
Page Conversion Rate from mobile Percentage conversion of mobile pages
% Actions From Mobile Percentage of actions taken via a mobile device

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

Page Name The name of the page. The report will be grouped by this
Currency The donated currency, e.g. USD or GBP. The report will show a line for each currency used
Tracking Source The tracking ID if relevant
Total Single Transactions The number of successful single donations made
Total Single Amount The total value donated
Avg Single Amount The average donation made
Number of Failed Transactions For that page, the number of failed transactions. If this is high it is recommended you investigate to ensure there are no problems with the set-up of your page
Number of Refunded Single Transactions The number of transactions marked as refunded
Total Amount of Refunded Single Transactions The total value of transactions marked as refunded
Total Single Transactions from Email Of the total single transactions, the number that were made as a result of an email campaign
Avg Single Transaction from Email Of the total single transactions, the average donation made as a result of an email campaign
% of Total Transactions from Email Of the total single transactions, the percentage that were made as a result of an email campaign
Total Number of Single and Recurring Transactions The total number of donations made including recurring
Total Amount Including Single and Recurring Transactions The total value of donations made including recurring
Total Single Transactions from Mobile Of the total single transactions, the number that were made from a mobile device (tablets are not seen as mobiles)
% of Single Transactions from Mobile Of the total single transactions, the percentage that were made from a mobile device (tablets are not seen as mobiles)
% of Single Transactions vs. Recurring The percentage of all transactions that are single. If all donations are single, then this will be 100%

Fundraising Recurring Summary

Page Name The name of the page. The report will be grouped by this
Month The month the transaction was made in
Currency The donated currency, e.g. USD or GBP. The report will show a line for each currency used
New Recurring Transactions Number of newly initiated recurring transactions
Total Amount New Recurring Transactions Total value raised off newly initiated recurring transactions
Avg Amount New Recurring Transactions Average value of newly initiated recurring transactions
Total Re-processed Recurring Transactions Number of existing recurring transactions that were processed, if data is available
Total Amount Re-processed Recurring Transactions Value of existing recurring transactions that were processed, if data is available
Avg Re-processed Recurring Transactions Average value of existing recurring transactions that were processed, if data is available
Total Failed Re-processed Recurring Transactions Number of existing recurring transactions that failed to re-process, if data is available
Total Failed Recurring Amount Total number lost due to recurring transactions that failed to re-process
Total Active Recurring Transactions at Start of Month Number of expected recurring transactions to be processed from the 1st day of the month
Total Active Recurring Transactions at End of Month Number of recurring transactions, still active, at the end of the month
Total New Recurring Transactions From Email Total value raised off newly initiated recurring transactions that came from email
Avg New Recurring Transactions From Email Average value of newly initiated recurring transactions that came from email
% New Recurring Transactions From Email Percentage of newly initiated recurring transactions that came from email
Total Number of Single and Recurring Transactions The total number of donations made including single
Total Amount Including Single and Recurring Transactions The total value of donations made including single
Total New Recurring Transactions From Mobile Total value raised off newly initiated recurring transactions that were made on a mobile device (tablets are not seen as mobiles)
% New Recurring Transactions From Mobile The percentage of newly iniriated recurring transactions that were made from a mobile device (tablets are not seen as mobiles)
% New Recurring Transactions vs. Single The percentage of all transactions that are recurring. If all donations are recurring, then this will be 100%
 

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.

Date The date of the email campaign send
Message Name The name of the email message as part of the campaign
Audience The name of the saved query if used
Campaign The name of the email campaign
Sender Sender name
Subject Email subject
Notes Internal notes
Sent Number of emails sent
Opened Number of emails opened
Open rate Percentage of sent emails opened
Clicked Number of recipients that clicked a link
Click Through Rate Percentage of sent emails where a recipient clicked
Clicks/Opens Percentage of opened emails where a recipient clicked
Optouts The number of supporters that opted-out
Optout rate Optouts as a percentage of sent emails
Bounces The number of bounces
Bounce rate Bounces as a percentage of sent emails
Complaints Number of complaints
Gifts/Sent Completed donations as a percentage of sent emails
Gifts/Opens Completed donations as a percentage of opened emails
Gifts/Clicks Completed donations as a percentage of clicked emails
Total Single Raised Sum of single donations received from the email
Total Single Gifts Number of single donations received from the email
Average Single Gift Average single donation received from the email
Total Sustainer Raised Sum of recurring donations received from the email
Total Sustainer Gifts Number of recurring donations received from the email
Sustainer 18 months value The 18 months value of the recurring donations received
Total Raised The grand total raised
Total Gifts The grand total number of gifts received
Actions Completed actions
Actions/Sent Completed actions as a percentage of sent emails
Actions/Open Completed actions as a percentage of opened emails
Actions/Click Completed actions as a percentage of clicked emails
Updated on September 18, 2019

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