You can build or view reports in three different ways:
- Create a query through the data export process and then download the resulting file of raw data
- Use our Data Reports to download a spreadsheet of summary information
- View a graphical representation of key data and metrics in your Engaging Networks dashboard, as detailed in this article
To access the reporting tools, go to the main Data & Reports menu and select Visual. Reports are organized into six categories: Account, Advocacy, Fundraising, Email, Peer to Peer and All.
The reporting tools present a single view of all the data in the graph you are viewing, and they also provide access to filter the data so that you can see a sub-set of the total data. For example, there is an account level view of the total number of constituent data records. This same graph of the total number of records can be filtered so that you can see only the total number of records for supporters fitting a specific profile like the ‘donor activists’ (a sub-set of the total data). The filter options for viewing reports of sub-sets of data include:
- profiles (these are data segments that you have set up in your account)
- tracking (these are the tracking values that you create in your account and apply to your pages)
- referrer (these are the transactions that we record when they are processed from a link that has been shared on social media by another supporter)
- attributes (this functions aggregates page data that you have defined as sharing the same attributes)
To apply filters, simply view a report (account level or page level) and the list of filter options appear in tabs along the top. Click on the tab that you want to use to filter the report. A layer will appear that allows you to find, select and apply a filter.
Creating profiles is a separate feature of the software that is used to identify segments of your database. For example, you may want to create a profile in your account to identify all ‘high level donors’ that you have determined are: ‘donors that have given at least $1,000 USD over the last 12 months.’ Profiles will find records in your database that ‘qualify’ for the profile on the day that you run the report. So if you run an account level report today with a date range for all of last year, then apply a filter to view only the data for ‘high level donors’, the data will display the values for everyone that is a ‘high level donor’ today – not last year which corresponds to the date range of the report. Click on the tab to display the list of profiles in your account, then select a profile by clicking on the row that appears in the list.
All pages that you build in the platform can have tracking values appended to the page URL. The purpose is to send traffic to tracked versions of your pages so that you can measure the volume and conversions to the page from different marketing channels. For example, if you set up a donation page and post a link in Facebook, it would make sense to create a tracked version of the URL that you post so that you can see how many came from Facebook and made a donation. Whenever you view a report in the dashboard (apart from account level reports) you can filter the data view in the report by tracking value. Click on the tab to display the list of tracking values in your account, then select a tracking value by clicking on the row that appears in the list.
An option is available in the software to insert our social sharing icons for Facebook, Google+, and Twitter in the pages you build. When anyone clicks on these icons and shares your Engaging Networks page, the software tracks the subsequent conversions of the page when anyone clicks through the shared link. This is also a filter option when viewing page reports. For example, you may view the number of people that signed a petition over the last three months, and then apply a referrer filter for ‘Facebook.’ This will render the graph with data only from people that came through a link shared on Facebook by another supporter.
Attributes are descriptive terms applied to pages and emails that you build in the software. For example, you might create six different pages for year-end fundraising appeals in December. All of these pages share an attribute that you create in your account called ‘year-end.’ The purpose of attributes is to allow you to aggregate reporting for different individual pages that share the same attribute. So, using the same example, you can view account level reports for fundraising and filter to view by the ‘year-end’ attribute which will aggregate all of the data for all pages to which you have assigned this attribute. Think of attributes as an aggregate for groups of pages or groups of email broadcasts.
All reports can also be filtered by date range. Click on the date in the upper right hand corner and a layer will appear (superimposed over the report). Either select a default range option (‘this week,’ ‘last week,’ ‘this month,’ ‘last month,’ ‘this year’), or use the calendar to select the start date and end date of the range you want to view. The time intervals of the data in the graph will vary based on the date range selected. Less than four weeks will display a daily interval, less than three months will display a weekly interval, less than twelve months will display a monthly interval. The image below shows you the timeframe selector.
To view the Account level reports select the ‘Account’ Icon and click next.
Our default Account reports is the Account Overview. Click the graph icon to load that report.
Note: the Account Overview report will only use data for up to the end of the last calendar month, since the report’s data is aggregated monthly.
This takes you to the account overview reporting page. This page displays information to help you monitor high-level metrics like the number of new constituent records created, the percentage of active supporters in your database, etc. The account level reports can be filtered by ‘profiles’ and date range (it is not possible to filter account level data by tracking values, or referrer).
The main graph when the default page loads will show you:
- Active data records: Supporters who have taken at least one action (any other than email click or open) in the last 18 months
- New data records: New supporters added to the account. This includes transactions for new supporters and imported data
- Opted-in data records: Supporters who have any current ‘Opt in = Y’ records in the account
- Total data records: Total unique records in the account
An image of the main account level report is below. All four sets of data are presented on the same graph. However, you can click on the color key for a data set displayed at the bottom of the graph to remove it from the display (click the key for the same data set to add the data set back in the display). The axes of the graph will re-scale automatically.
Other reports available at the account level are described below
Mobile Versus Desktop Summary
Four pie graphs showing the aggregate number and percentage of transactions processed on a mobile device versus a desktop. The four pie graphs represent data for the following transaction types: petitions, email-to-target advocacy actions, donation pages, and tell-a-friend pages.
Most Active Advocacy Pages
A bar chart showing the five most active advocacy pages (petitions or email-to-target designated pages) based on the total number of transactions processed within the selected date range. The name of the page is displayed along with the total number of transactions.
Most Active Donation Pages
A bar chart showing the five most active donation pages based on the total number of transactions processed within the selected date range. The name of the page is displayed along with the total number of transactions and the total value of transactions (expressed in the USD default reporting currency).
Most Active Tracked URLs
A bar chart showing the five most active tracking values for applied to any transaction type (donation pages, advocacy pages, event pages, etc). The tracking value is displayed along with the number of transactions processed.
A bar chart showing the number of supporters falling into the following categories (based on a monthly view of the last 12 months only): active in the last three months, active in the last six months, active in the last 12 months, active more than 12 months ago. Each monthly bar displays the proportion of the account database falling into each category.
A bar chart showing the number of supporters falling into the following categories (based on a monthly view of the last 12 months only): ‘donor only,’ ‘activist only,’ ‘donor / activist,’ ‘member,’ ‘member / donor,’ ‘other.’ Each monthly bar displays the proportion of the account database falling into each category.
A graph showing the percentage of the total database by the type of first transaction processed: ’email-to-target’, ‘petition’, ‘donation’, ’email signup’, ‘data capture (unclassified)’, ‘peer-to-peer fundraiser’, ‘peer-to-peer donation’, ‘membership’. The view is monthly only for a 12 month view.
The default reports available for ‘Advocacy’ are ‘page’, “overview”, and “retained activists’.
When you click on the graph icon for any of these it will load the report.
Advocacy By Page
This report will list of your advocacy pages. If you click the page you want to view the report on, it will load a summary of activity on that page based on the timeframe chosen.
The default graph at the top of the ‘Advocacy’ page is illustrated below, showing the number of petition signers and email target signers.
This reports on the percentage of supporters that took action in the last 12 months compared to the 12 months before that. So for example, the percentage of supporters that took action between July 2015 and July 2016 over those between July 2014 and July 2015. This includes both email to target and petition actions.
The fundraising reports that are available are shown below.
When you click on the graph icon next to any report, that report will load.
The donations overview will show you the total donation amounts, the number of successful transactions, and the average amount given.
Top Donation Pages Overview
These reports will show you most active and highest grossing pages for the timeframe chosen.
Donation by Page
This area will list all of your donation pages and you can click a donation page name to view the report for that specific page.
Single Donations Overview
This report will show you the total single donation amounts, the number of successful single donation transactions, and the average single donation amount given.
Single: New vs Active Donors
This report will give you a comparison of new donors versus you active donors.
Recurring Donations Overview
This report will show you the total recurring donation amounts, the number of successful recurring donation transactions, and the average recurring donation amount given.
Recurring Donors: New vs Active
This report will give you a comparison of new recurring donors versus you active recurring donors.
Recurring Transaction Statuses
These reports will show you a graph of recurring donation by their current status and a number of gifts by status.
This reports on the percentage of supporters that donated in the last 12 months compared to the 12 months before that.
To view a report for an individual fundraising page, click on the ‘Pages’ link . This will open a layer containing a list of all of your fundraising pages. Please read the earlier section on ‘Filtering Reports’ to understand how to use the search, personal favorites, and account favorites within this layer. Once you select a page, the report will render with only the data for the fundraising page you have selected.
You can combine any filter, other than attributes, with a report for an individual fundraising page. For example, you can view the total number of people that donated to a specific page and apply a filter only to view the donors that used the tracking value ‘facebook’ created in your account.
A view of the ‘Pages’ menu is below.
If you click on any of the fundraising pages you can view stats for that page for the date range you’ve selected. The available graphs list the total donation amounts, the number of successful transactions, and the average amount given.
If you want to view the report for single or recurring donations only, just click the corresponding tab shown above.
Peer to Peer Reporting
Peer to Peer reporting includes both overview (the aggregation of all Peer to Peer activity in your account), and a site overview.
When you click on the graph icon it will load up that report.
These reports will show you a summary of data for each page and transactions and amounts per page.
Peer-to-peer Overview Site List
This will list all peer-to-peer sites that are set up in your account and a summary of data for them. Click on a site name will expand the report and show you the donations for that site. The most active pages on that site and the highest grossing pages on that site.
Here are the reports available for the email category.
When you click on the graph icon is will load that report.
Email Performance by Campaign
These reports will show you a summary of data for each email campaign sent during the timeframe .
The graph will show your aggregate email performance of all email campaigns in your account pictured below.
The performance reporting also includes your account email performance numbers pictured below.
The account negative reporting stats are also shown here.
Email Performance including Fundraising
These reports will include fundraising transactions generated by the email campaigns
To view a report for an individual email campaign, click on the ‚ÄúCampaigns‚Äù link. This will open a layer containing a list of all of your email campaigns. Please read the earlier section on ‘Filtering Reports’ to understand how to use the search, personal favorites, and account favorites within this layer. Once you select a campaign, the report will render with only the data for the email campaign you have selected.
Email Engagement Scores
This pie chart shows the distribution of your supporters into each email engagement score from 1-11. You can also view the total count of records for each of the 11 categories here. The score represents the engagement of your supporters over the past 12 months (from the current month). An engagement score of “0” means that the supporter is not opted-in to any of your opt-in questions, which are not represented in the reporting.
Monthly Churn Rate
The churn rate shows the percentage of opted-in supporters that you have lost in a month. This includes unsubscribes, hard bounces and spam complaints. For example, if you started the month with 100 opted-in records, and over the course of the month 2 unsubscribed, and 1 hard-bounced, then the churn rate will be 3%.